Patrick Fay, financial advisor Omaha NE
93 score

Patrick Fay

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Silverstone Asset Management, Inc. Omaha, NE Mar 2013 - Current 3
M Holdings Securities, Inc. Omaha, NE Dec 2008 - Current 7
Silverstone Group, Inc. Omaha, NE Dec 2008 - Current 7
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
Cls Investment Firm, LLC Omaha, NE May 2001 - Feb 2007 5
Northern Lights Distributors, LLC Omaha, NE Feb 2003 - Jan 2007 3
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
Contact Info for Patrick M. Fay
Phone Number: 402-964-5400
Registered State(s):
  • IA
  • SD
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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