PF
Patrick C. Foley
VICTORY CAPITAL MANAGEMENT
Audubon, NJ
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CRD#: 4506835
PF
Professional summary
Patrick Christopher Foley, who also goes by Patrick Foley, Patrick Christopher Foley, is a registered financial advisor currently at VICTORY CAPITAL MANAGEMENT INC. located in Audubon, New Jersey and VICTORY CAPITAL SERVICES, INC. located in Boston, Massachusetts.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Patrick has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Foley | Patrick Christopher Foley
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.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Christopher Foley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 18, 2025 - Present
VICTORY CAPITAL MANAGEMENT INC.
RIA
CRD#: 106189
Audubon, NJ
Current
April 1, 2025 - Present
VICTORY CAPITAL SERVICES, INC.
Office #1: 60 State Street, Boston, MA 02109BD
CRD#: 37059
BOSTON, MA
Past
June 4, 2024 - April 25, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
May 22, 2024 - April 1, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
December 6, 2023 - May 10, 2024
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
WILMINGTON, DE
Past
November 5, 2019 - December 5, 2023
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
WILMINGTON, DE
Past
November 4, 2019 - May 10, 2024
ALLSPRING FUNDS DISTRIBUTOR, LLC
BD
CRD#: 133366
WILMINGTON, DE
Past
January 30, 2012 - March 22, 2019
DELAWARE CAPITAL MANAGEMENT ADVISERS, INC
RIA
CRD#: 152237
PHILADELPHIA, PA
Past
January 27, 2012 - March 22, 2019
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
Past
December 8, 2010 - May 10, 2011
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WILMINGTON, DE
Past
December 8, 2010 - May 10, 2011
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
June 1, 2009 - July 8, 2010
MORGAN STANLEY
RIA
CRD#: 149777
PURCHASE, NY
Past
June 1, 2009 - July 8, 2010
MORGAN STANLEY
BD
CRD#: 149777
PURCHASE, NY
Past
January 3, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WILMINGTON, DE
Past
January 3, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
August 1, 2005 - June 8, 2006
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WILMINGTON, DE
Past
March 8, 2002 - June 8, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
Registered Investment Advisory firm - (5/10/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/1/2025)
RR
Alaska(4/1/2025)
RR
Arizona(4/1/2025)
RR
Arkansas(4/1/2025)
RR
California(4/1/2025)
RR
Colorado(4/1/2025)
RR
Connecticut(4/1/2025)
RR
Delaware(4/1/2025)
RR
District of Columbia(4/1/2025)
RR
Florida(4/1/2025)
RR
Georgia(4/1/2025)
RR
Hawaii(4/1/2025)
RR
Idaho(4/1/2025)
RR
Illinois(4/1/2025)
RR
Indiana(4/1/2025)
RR
Iowa(4/1/2025)
RR
Kansas(4/1/2025)
RR
Kentucky(4/1/2025)
RR
Louisiana(4/1/2025)
RR
Maine(4/1/2025)
RR
Maryland(4/1/2025)
RR
Massachusetts(4/1/2025)
RR
Michigan(4/1/2025)
RR
Minnesota(4/1/2025)
RR
Mississippi(4/1/2025)
RR
Missouri(4/1/2025)
RR
Montana(4/1/2025)
RR
Nebraska(4/1/2025)
RR
Nevada(4/1/2025)
RR
New Hampshire(4/1/2025)
RR
New Jersey(4/1/2025)
RR
New Mexico(4/1/2025)
RR
New York(4/1/2025)
RR
North Carolina(4/1/2025)
RR
North Dakota(4/1/2025)
RR
Ohio(4/1/2025)
RR
Oklahoma(4/1/2025)
RR
Oregon(4/1/2025)
RR
Pennsylvania(4/1/2025)
RR
Puerto Rico(4/1/2025)
RR
Rhode Island(4/1/2025)
RR
South Carolina(4/1/2025)
RR
South Dakota(4/1/2025)
RR
Tennessee(4/1/2025)
RR
Texas(4/1/2025)
IAR
Texas(9/18/2025)
RR
Utah(4/1/2025)
RR
Vermont(4/1/2025)
RR
Virginia(4/1/2025)
RR
Washington(4/1/2025)
RR
West Virginia(4/1/2025)
RR
Wisconsin(4/1/2025)
RR
Wyoming(4/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
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Contact information
Main Address
15935 La Cantera Pkwy, San Antonio, TX 78256
Mailing Address
Phone number
(877) 660-4400
Established
Firm type
Fiscal year end
# of Employees
460
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,566 |
| AUM (Assets Under Management) | $ 152,291,202,954 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
