Patrick
Smith
Exencial Wealth Advisors
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About this Advisor
Patrick Smith is a financial advisor based in Guilford, Connecticut, working with Exencial Wealth Advisors. Patrick has previously held positions at Shoreline Financial Advisors and Exencial Wealth Advisors, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in California, Connecticut, Florida, Massachusetts, North Carolina, and Oklahoma. Currently, Patrick is part of Exencial Wealth Advisors, which operates out of Guilford, Connecticut. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Patrick Smith Work History
Exencial Wealth Advisors, LLC
Shoreline Financial Advisors
Disclosures
Please visit the SEC profile of Patrick Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exencial Wealth Advisors
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Oklahoma City, OK
Old Lyme, CT
Plano, TX
Oklahoma City, OK
Orange, CT
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