Patrick FayCRD Number: 3073542
Current Firm: Silverstone Asset Management Inc.
Patrick Fay (CRD# 3073542) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 19 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Silverstone Asset Management, Inc.||Omaha, NE||Mar 2013 - Current||5|
|M Holdings Securities, Inc.||Omaha, NE||Dec 2008 - Current||9|
|Silverstone Group, Inc.||Omaha, NE||Dec 2008 - Current||9|
|M Holdings Securities, Inc.||Omaha, NE||Dec 2008 - Mar 2013||4|
|Northern Lights Distributors, LLC||Omaha, NE||Sep 2008 - Nov 2008||< 1|
|Forum Financial Consultants, LLC||Omaha, NE||May 2008 - Nov 2008||< 1|
|Cls Investment Firm, LLC||Omaha, NE||May 2008 - Nov 2008||< 1|
|Securities America Advisors, Inc.||Lavista, NE||Jul 2007 - Mar 2008||< 1|
|Securities America, Inc.||Lavista, NE||May 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management896MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$3,570,664
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AZ, IA, NE, SD