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JF

Joseph P. Feeley

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CRD#: 4649710
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Patrick Feeley JR, who also goes by Joseph P. Feeley, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2012. Joseph had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph P. Feeley

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.
I AM A PARTNER IN A CPA FIRM, FEELEY, BONAVENTURA & HYZY CPA'S (FBH). THE FIRM WAS FOUNDED IN 1989. SINCE 1997 I HAVE SPLIT TIME BETWEEN LINWOOD INVESTMENT ADVISORS AND FBH. CURRENTLY, I SPEND ABOUT 20 HOURS A MONTH ON THE ACCOUNTING BUSINESS AND 140 HOURS A MONTH ON THE INVESTMENT BUSINESS. DURING FEBRUARY, MARCH AND APRIL I SPEND 125 HOURS A MONTH ON EACH BUSINESS. MY DUTIES INCLUDE PROFESSIONAL TAX AND ACCOUNTING SERVICES FOR SMALL BUSINESS OWNERS, MANY OF WHOM HAVE A RELATIONSHIP WITH BOTH THE ACCOUNTING BUSINESS AND THE INVESTMENT BUSINESS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 11, 2021 - February 27, 2024

LINWOOD INVESTMENT ADVISORS INC.

RIA
CRD#: 120289
BUFFALO, NY
Past

June 15, 2012 - December 31, 2018

LINWOOD INVESTMENT ADVISORS INC.

RIA
CRD#: 120289
CHEEKTOWAGA, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


LI
LINWOOD INVESTMENT ADVISORS INC.
LINWOOD INVESTMENT ADVISORS INC.

CRD#: 120289 / SEC#: 801-75232

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Contact information


Main Address
138 Woodbridge Ave, Buffalo, NY 14214
Mailing Address
Phone number
(716) 572-4790
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Part 2 Brochures

LINWOOD INVESTMENT ADVISORS INC. - PART 2 BROCHURE (6/29/2023)

Regulatory assets under management


Total Number of Accounts153
AUM (Assets Under Management)$ 67,671,774

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.

Company Information


LINWOOD INVESTMENT ADVISORS INC.

CRD#: 120289

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