Patrick Barry Moody

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2002 → Present
  Raymond James Financial Services
  Nashville, TN
• 08/2000 → Present
  Pinnacle Financial Partners
  Nashville, TN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
• 09/2000 → Present
  Pinnacle Bank
  Nashville, TN
• 01/2025 → Present
  Pinnacle Asset Management
  Nashville, TN

Other Businesses

(1)Name of Business: Monteagle Sunday Assembly Address: 1225 Vintage Place, Nashville, TN, 37215, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The committee is charged with reviewing architectural plans regarding changes to historical homesites within the Monteagle Sunday School Assembly (2)Name of Business: Moody + East Investment Partners Address: 150 3rd Ave S Ste 700, Nashville, TN, 37201, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 04/22/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-18
• S63 Uniform Securities Agent State Law Examination
  1992-10-09

Other Names

• Barry Moody