Patrick Keane
Nevis Equity Advisors · Dobbs Ferry, New York
Patrick Keane is a fee-only financial advisor at Nevis Equity Advisors in Dobbs Ferry, New York. Patrick focuses on retirement planning, estate & legacy planning and tax planning. Nevis Equity Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Nevis Equity Advisors |
|---|---|
| Based in | Dobbs Ferry, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $686K across 12 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2494736 |
| Exams passed | Series 63 (1994) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nevisequityadvisors.com |
| Profile |
How Patrick's firm compares
- Nevis Equity Advisors's average account is about $57,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Patrick
Is Patrick Keane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Nevis Equity Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Nevis Equity Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Keane based?
Patrick Keane is based in Dobbs Ferry, New York.
What does Patrick specialize in?
Patrick's specialties include retirement planning, estate & legacy planning, tax planning and founders (pre-exit). Patrick works with pre-retirees, retirees and founders.
Is Patrick Keane registered with the SEC?
Yes. Patrick Keane is registered as an investment adviser representative in NY (CRD 2494736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nevis Equity Advisors manage?
Nevis Equity Advisors reports $686K across 12 accounts in assets under management.
How do I contact Patrick Keane?
Through Patrick's website, www.nevisequityadvisors.com.
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
- Nevis Equity Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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