Adviser and broker representative · Sound Income Strategies, LLC
Patrick C. Farrell
CRD 1454441 · Fort Lauderdale, FL
At a glance
Patrick C. Farrell is an investment adviser representative with Sound Income Strategies, LLC in Fort Lauderdale, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2000, about 26 years ago. Patrick is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Sound Income Strategies, LLCSince February 2022Fort Lauderdale, FL · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.