# Michael Carey

> Michael Carey is a fee-only financial advisor at Carey Investment Solutions in Philadelphia, Pennsylvania, who holds the CFA credential. Carey Investment Solutions reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-carey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Carey Investment Solutions
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $24.5M across 28 accounts
- **Credentials:** CFA
- **CRD:** 6125010 (https://adviserinfo.sec.gov/individual/summary/6125010)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Michael Carey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Carey Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Carey Investment Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Michael Carey based?

Michael Carey is based in Philadelphia, Pennsylvania.

### What credentials does Michael Carey hold?

Michael Carey holds the CFA credential.

### Is Michael Carey registered with the SEC?

Yes. Michael Carey is registered as an investment adviser representative in PA (CRD 6125010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carey Investment Solutions manage?

Carey Investment Solutions reports $24.5M across 28 accounts in assets under management.

### How do I contact Michael Carey?

Contact details aren't on file yet. Search for Carey Investment Solutions.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6125010): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.