Michael Carey
Carey Investment Solutions · Philadelphia, Pennsylvania
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.
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Facts
| Firm | Carey Investment Solutions |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.5M across 28 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 6125010 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- Carey Investment Solutions's average account is about $876,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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