Patrick Smith, financial advisor Guilford CT

Patrick Smith

CRD Number: 2309088
Current Firm: Exencial Wealth Advisors

Patrick Smith (CRD# 2309088) is an Investment Advisor Representative working at Exencial Wealth Advisors in Guilford, CT and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Exencial Wealth Advisors, LLC Oklahoma City, OK Jan 2023 - Current 1
Shoreline Financial Advisors Guilford, CT Sep 2005 - Mar 2023 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Patrick M. Smith
Phone Number: 405-478-1971
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • NC
  • OK
By the Numbers
  • Total Assets Under Management
    3,770
    MILLIONS
  • Total Number of Accounts
    4,629
    ACCOUNTS
  • Average Account Value
    $814,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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