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President · Lipe & Dalton Investment Counsel

Patrick Dalton

CRD 2649397 · Named on Form ADV at one SEC-registered adviser

At a glance

Lipe & Dalton Investment Counsel, an SEC-registered wealth manager based in Syracuse, NY with $780 million in regulatory assets, lists Patrick Dalton on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Willard C. LipeChief Executive Officer/chief Compliance Officer, Lipe & Dalton Investment Counsel

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.