Patrick J. Powers

D'ARCANGELO FINANCIAL ADVISORS

Canastota, NY

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CRD#: 4510132

Professional summary

Patrick Joseph Powers is a registered financial advisor currently at D'ARCANGELO FINANCIAL ADVISORS, LLC located in Canastota, New York.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) McGregor Family Charitable Syracuse NY, co-trustee since 1996. Assist in investment decisions with other trustees, 4 hrs per month during trading hours. Investment related. 2) St. Agatha's Church, 329 North Peterborough St, Canastota NY, Co-trustee since 2008 10 hrs per month not during trading hours. Member of finance committe, reviews annual report, leases and capital improvements over $20K.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Powers'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®

None

Experience

Current

August 17, 2021 - Present

D'ARCANGELO FINANCIAL ADVISORS, LLC

RIA

CRD#: 117833

Canastota, NY

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.

Highlighted states indicate IAR registrations

IAR

New York
(8/17/2021)

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

Current Firm

D'ARCANGELO FINANCIAL ADVISORS, LLC

CRD#: 117833 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/16/2018 Approved)

Florida

Registered Investment Advisory firm - (1/13/2011 Approved)

Massachusetts

Registered Investment Advisory firm - (7/2/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/29/2024 Approved)

New York

Registered Investment Advisory firm - (10/14/1999 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/18/2014 Terminated)

South Carolina

Registered Investment Advisory firm - (9/27/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

510 Haight Avenue Suite 201, Poughkeepsie, NY 12603

Mailing Address

Phone number

(845) 473-8261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.