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Inactive

Patrick Mcleod Smith

Savant Wealth Management

Guilford, CT

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-17
  • CT RA
    APPROVED
    Since 2026-04-17

Branch Locations

246 Goose Lane Suite 201, Guilford, CT 06437 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shoreline Financial Advisors Guilford CT 09/2005 03/2023
Exencial Wealth Advisors, Llc Oklahoma City OK 01/2023 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-04
  • S66 Uniform Combined State Law Examination
    2001-06-04
Designations
Other Names
  • Patrick M Smith

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

BRETT DANIEL DOLAN
KENNETH W. CARONE
AMIE ELISABETH BROWER
MARK JOSEPH WHITE
MICHAEL TAVERNER
Christian Loban
SCOTT ALLEN STASCHKE
WAYNE ALLAN STASCHKE

Other Offices

OSAIC WEALTH, INC. · Guilford, CT
COMMONWEALTH FINANCIAL NETWORK · Guilford, CT
LPL FINANCIAL LLC · GUILFORD, CT
LPL FINANCIAL LLC · Guilford, CT
LPL FINANCIAL LLC · GUILFORD, CT
CETERA INVESTMENT ADVISERS LLC · GUILFORD, CT
LPL FINANCIAL LLC · GUILFORD, CT
PROMESA CAPITAL LLC · GUILFORD, CT

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