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Patrick R. Cleary

ETF ARCHITECT
NEWTOWN SQUARE, PA 19073
Some features on this profile are disabled
CRD#: 6394372
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Professional summary

Patrick Russell Cleary, who also goes by Patrick Cleary, is a registered financial advisor currently at ETF ARCHITECT located in Newtown Square, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick Cleary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Russell Cleary's CRS (Customer Relationship Summary).
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

November 19, 2023 - Present

ETF ARCHITECT

Office #1: 3803 West Chester Pike Suite 150, Newtown Square, PA 19073
RIA
CRD#: 171412
NEWTOWN SQUARE, PA
Past

September 30, 2014 - November 21, 2023

ALPHA ARCHITECT

RIA
CRD#: 153905
HAVERTOWN, PA

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".
EA
ETF ARCHITECT
ALPHA ARCHITECT | ETF ARCHITECT | EMPOWERED FUNDS, LLC | EMPOWERED FUNDS | EA ADVISERS | ALPHA ARCHITECT FUNDS, LLC

CRD#: 171412 / SEC#: 801-79835

RIA
Registered Investment Advisory firm - (6/6/2014 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(11/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2014
Uniform Investment Adviser Law Examination

Current Firm

EA
ETF ARCHITECT
ALPHA ARCHITECT | ETF ARCHITECT | EMPOWERED FUNDS, LLC | EMPOWERED FUNDS | EA ADVISERS | ALPHA ARCHITECT FUNDS, LLC

CRD#: 171412 / SEC#: 801-79835

RIA
Registered Investment Advisory firm - (6/6/2014 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3803 West Chester Pike Suite 150, Newtown Square, PA 19073
Mailing Address
Phone number
+1 (215) 330-4476
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ETF ARCHITECT FORM ADV PART 2A AMENDED (03.18.2026) (3/18/2026)

Regulatory assets under management

Total Number of Accounts222
AUM (Assets Under Management)$ 29,735,322,901

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

ETF ARCHITECT

CRD#: 171412Newtown Square, PA 19073

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