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Patrick Russell Cleary

ETF Architect

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About Patrick Russell Cleary

Patrick Cleary is a registered Investment Advisor Representative in Pennsylvania. Patrick is currently employed by ETF Architect, a firm based in Havertown, Pennsylvania. Patrick’s professional experience began in September of 2014, and Patrick has experience in providing financial advice to individuals, corporations, and investment companies. ETF Architect offers portfolio management services for investment companies and businesses, and ETF servicing. Patrick’s prior experience includes working at Alpha Architect and Empiritrage.

Firm Information

Patrick Cleary is currently registered with ETF Architect. ETF Architect is a registered investment advisor based in Havertown, PA. The firm provides portfolio management for investment companies and businesses, specializing in ETF servicing. With a team of 7 investment adviser representatives and 4 adviser representatives for other investment advisers, ETF Architect manages approximately $9.16 billion in regulatory assets. The firm serves a diverse clientele, including investment companies, high-net-worth individuals, corporations, and other businesses.
ETF Architect

19 EAST EAGLE ROAD

HAVERTOWN, PA 19083

$9.16B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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etf servicing

Etf servicing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Cleary’s Registration & Firm History

PA

11/19/2023 - Present

ETF Architect (HAVERTOWN PA)

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Licenses & Designations

IA

Issued 09/30/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Russell Cleary.
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