William Patrick Smith

Employer firm

Smith Thornton Advisors, LLC CRD 312537

$852M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Huntsville, AL
• 03/2021 → Present
  Smith Thornton Advisors, Llc
  Huntsville, AL

Previous Registrations

• 2013-01-24 → 2021-03-08
  Wells Fargo Advisors Financial Network, Llc
  Huntsville, AL

Other Businesses

BOYS & GIRLS CLUB OF NORTH ALABAMA, NOT INVT RELATED, HUNTSVILLE, AL, BOARD CHAIR, START DATE 1/1/2017, 4 HRS PER MONTH, 1 HR DURING TRADING. UNIVERSITY OF ALABAMA; NOT INVT RELATED; HUNTSVILLE, AL; PART-TIME INSTRUCTOR; START DATE 2021; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; TEACHES COLLEGE LEVEL COURSES.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-23

Other Names

• Will Smith