Carrie Ann Fahey
CFP®Professional Summary
Carrie Ann Fahey, CFP® is a registered financial advisor currently at FAHEY FINANCIAL located in Buffalo, New York. Carrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Carrie has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
CARRIE A. FAHEY | THE FAHEY GROUP | FAHEY FINANCIAL GROUP | FAHEY FINANCIAL
Contact Information
Main Address
3860 Main Street, Buffalo, NY 14226Phone Number
(716) 502-1020# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(5/27/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1986About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Carrie Ann Fahey's CRS (Customer Relationship Summary).
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