Patrick Thaddeus Mcsherry
Professional Summary
Patrick Thaddeus Mcsherry, who also goes by Patrick Barry, Patrick Thaddeus Mcsherry III, is a registered financial advisor currently at INSPEREX LLC located in Delray Beach, Florida. Patrick is registered as a RR (Registered Representative) and started their career in finance in 1992. Patrick has worked at 19 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 24, Series 53 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Barry, Patrick Thaddeus Mcsherry Iii
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC
Contact Information
Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606Phone Number
(312) 379-3700Established
Delaware since 09/01/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INCAPITAL HOLDINGS LLC | MEMBER: VOTING | — |
| BUSSCHER, ARNOLD BRADLEY | CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL | 2213934 |
| CARRELS, CHRISTINE ANN | CHIEF MARKETING OFFICER | 6651750 |
| DEEG, ADITI DAVARE | CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP | 4279152 |
| ELLIOTT, LAURA SUE | PRESIDENT | 2125558 |
| LEHRMAN, IRA | CHIEF TECHNOLOGY OFFICER | 2577289 |
| MITCHELL, SCOTT ALEXANDER | CHIEF EXECUTIVE OFFICER | 4717597 |
| NICHOLSON, MARSHALL ALLEN | HEAD OF STRATEGIC INITIATIVES | 4585471 |
| PAPAGIANNIS, JAMES JOHN | CHIEF COMPLIANCE OFFICER & AMLCO | 2449960 |
| TOLAR, JOHN M | HEAD OF FIXED INCOME SALES & TRADING | 3075402 |
Disclosures
Regulatory Event
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Other business activities
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/27/2018)
(3/27/2018)
(12/2/2021)
(4/9/2018)
(6/7/2018)
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 Mar 1992About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Thaddeus Mcsherry's CRS (Customer Relationship Summary).
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