Advisor at Focused Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Focused Wealth Management, Inc.
Location
Newburgh, NY 12550-1911
Credentials
Series 66
Industry experience
2 years
Patrick Shea is a Series 66 licensed financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, where he has worked for two years. His prior experience includes roles at Securities America, Inc. and OSAIC. Outside of his advisory duties, he volunteers on the golf and greens committee at Warwick Valley Country Club. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management alongside financial planning services. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management.
Based on Focused Wealth Management, Inc.
Fixed fees for comprehensive financial planning services ranging from $100 to $1,000, negotiable
$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $749,999: 1.20% $750,000 - $999,999: 1.10% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: 0.35%
Commission-based compensation for insurance products sold by representatives
Up to $150 per hour for financial planning and consultations, negotiable
Fee-only: Fixed fees range from $100 to $1,000 per plan, hourly fees up to $150 per hour, negotiable
11 Balmville Rd., Suite 2 North
Newburgh, NY 12550-1911
New York
OSAIC
2024 - Present (2 years)
Focused Wealth Management, Inc.
2024 - Present (2 years)
Securities America, Inc.
2023 - 2024 (1 year)
Focused Wealth Management, Inc.
2023 - 2024 (1 year)
Mount Saint Mary College
2018 - 2023 (5 years)
Warwick Valley Central School District
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fishkill, NY
Sabina Asset Management LLC
CFA®, Series 63, Series 65
Garrison, NY
Prentice Investment Management, LLC
Series 63, Series 65
Newburgh, NY
TruNorth Financial LLC
Series 66
Hopewell Junction, NY
Mountain Pass Planning
Series 63, Series 65
Fishkill, NY
Circle N Advisors, LLC
CFP®, Series 63
Fishkill, NY
Murphy Wealth Management Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")