Patrick Mcleod Smith

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 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

• 09/2005 → 03/2023
  Shoreline Financial Advisors
  Guilford, CT
• 01/2023 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2023-02-02 → 2026-04-30
  Exencial Wealth Advisors
  Guilford, CT
  Oklahoma City, OK
• 2009-11-13 → 2023-03-16
  Shoreline Financial Advisors, Llc
  Guilford, CT
• 2001-11-23 → 2008-06-17
  Raymond James Financial Services, Inc.
  Guilford, CT
  Guilford, CT

Exams

• S66 Uniform Combined State Law Examination
  2001-06-04

Designations

• Chartered Financial Analyst

Other Names

• Patrick M Smith