Patricia Smagin, financial advisor Port Jefferson NY

Patricia Smagin

CRD Number: 5399392
Current Firm: Kestra Advisory Services, LLC

Patricia Smagin (CRD# 5399392) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Port Jefferson, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services LLC Port Jefferson, NY Feb 2023 - Current 1
Kestra Advisory Services, LLC Port Jefferson, NY Feb 2023 - Current 1
Ubs Financial Services Inc. Melville, NY Sep 2020 - Feb 2023 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville, NY Nov 2013 - Sep 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Patricia L. Smagin
Phone Number: 8445537872
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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

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