Patrick Dalton has been President of Lipe & Dalton,inc. since August 2004, is a control person of the firm and directly owns between 50% and 75% of it.
Lipe & Dalton,inc. is a Syracuse, NY firm with $780M under management, 382 clients and 2 advisers in one office, as of its February 2026 filing.
- – present · 5 yearsSyracuse, NY · Adviser representative · Firm CRD 132737
Investment adviser representative registrations
Patrick Dalton is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 4 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 3 August 1995 |
- Name
- Non-Member General Securities Examination
- CRD
- 2649397
- Firm
- Lipe & Dalton,inc. · CRD 132737
- Role
- President
- Office
- 103 E. WATER STREET, SUITE 305, Syracuse, NY 13202
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Dalton work?
Patrick Dalton has been President of Lipe & Dalton,inc. since August 2004, and is a control person of the firm.
Is Patrick Dalton a financial advisor?
Yes. Patrick Dalton has a current investment-adviser registration in New York, through Lipe & Dalton,inc. since August 2021.
How many years of experience does Patrick Dalton have?
Patrick Dalton has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Patrick Dalton passed?
Patrick Dalton passed the Series 2 in August 1995.
Where is Patrick Dalton based?
Patrick Dalton’s registered office is in Syracuse, NY.
Is Patrick Dalton registered with FINRA?
No. Patrick Dalton has no current broker registration.
How can I verify Patrick Dalton’s record?
Search CRD 2649397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Dalton’s full registration record.