Patrick Dalton
Investment adviser representative at Lipe & Dalton Investment Counsel
22 yearsExperience
1 stateRegistered in
CFADesignation
$779.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Lipe & Dalton Investment CounselAug 2021 to now
- Lipe & DaltonNov 2004 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lipe & Dalton Investment Counsel
Legal name: Lipe & Dalton,inc.
$779.9MAssets managed
382Clients
2Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2649397
- Firm CRD
- 132737