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Patrick Daniel Curry

VELOCITY CLEARING
New York, NY
·CRD# 6663514·10 years experience

Professional Summary

Patrick Daniel Curry, who also goes by Patrick D Curry, Patrick Curry, is a registered financial advisor currently at VELOCITY CLEARING, LLC located in New York, New York and VELOCITY CAPITAL, LLC located in New York, New York. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2016. Patrick has worked at 3 firms and has passed the Series 63, Series 57TO, Series 7TO, SIE, Series 6 and Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick D Curry, Patrick Curry

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

VELOCITY CLEARING, LLC·CRD# 126588
BD
199 Water Street 10th Floor, New York, NY 10038
November 16, 2020 - Present
VELOCITY CAPITAL, LLC·CRD# 171810
BD
199 Water Street 8th Floor, New York, NY 10038
March 30, 2021 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Freehold, NJ
June 27, 2016 - July 13, 2020

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Current Firm

VC
VELOCITY CAPITAL, LLC

CLEVERALPHA SECURITIES | VELOCITY CAPITAL, LLC | TRUVAR TRADING | OPENHAND FINANCIAL SERVICES | CNPT HOLDINGS, LLC

CRD#: 171810 / SEC#: 8-69479
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

199 Water Street 8th Floor, New York, NY 10038

Mailing Address

199 Water Street 8th Floor, New York, NY 10038

Phone Number

(646) 837-0056

Established

New York since 05/07/2014

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
VCP HOLDINGS, LLCSOLE MEMBER AND OWNER—
AMATO, MATTEO ALBERTOCHIEF FINANCIAL OFFICER & FINOP5877196
FREYER, CHRISTIANROP6337912
LOGAN, MICHAEL JAMESCHIEF ADMINISTRATIVE OFFICER5763098
MERCHANT, MUNAFPRESIDENT1937789
SMITH, JEFFREY SCOTTCHIEF COMPLIANCE OFFICER2492551
WIEDMAN, GARY DAVIDCHIEF OPERATING OFFICER1947935
YAN, ROYCHIEF EXECUTIVE OFFICER2352916

Disclosures

Regulatory Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(11/16/2020)
RR
New York
(11/16/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2016About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed May 2021About the Series 57TO exam

Series 7TO — General Securities Representative Examination

Passed Dec 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2016About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 2024About the Series 24 exam
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CRS (Client Relationship Summary) - BD

Click below to view Patrick Daniel Curry's CRS (Customer Relationship Summary).

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