Skip to content

Patrick James Dooley

Investment adviser representative at Adirondack Capital Advisors, LLC
30 yearsExperience
1 stateRegistered in
PFSDesignation
$422.3MFirm assets

Are you Patrick James Dooley? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

30 years in the industry.

  1. Adirondack Capital Advisors, LLCFeb 2020 to now
  2. Adirondack Capital Advisors, LLCJun 2019 to Jan 2020
  3. Coastal Capital Management, LLCOct 2014 to Feb 2023
  4. Americu Capital Management, LLCApr 2004 to Apr 2018
  5. Adirondack Capital Advisors, LLCOct 2003 to May 2018
  6. Ultimate Goal, LLCNov 1996 to Oct 2017

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (NY).

Adirondack Capital Advisors, LLC

$422.3MAssets managed
489Clients
4Advisers
7 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
2856559
Firm CRD
133305
Advisor's SEC record (opens in a new tab)
CallContact this firm