Kevin Patrick Fitzsimmons

Employer firm

Smith Shellnut Wilson CRD 106235

$6.92B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Security ratings or pricing

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

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

Current Employers

Employment History

• 06/2014 → 05/2017
  Hovde Group, Llc
  Chicago, IL
• 01/2016 → 05/2017
  Hovde Group, Llc
  Chicago, IL
• 05/2017 → 06/2017
  Hovde Group, Llc
  Chicago, IL
• 01/2018 → 03/2019
  Fig Partners Llc
  Red Bank, NJ
• 05/2017 → 01/2018
  Unemployed
  Millburn, NJ
• 03/2019 → 05/2019
  Unemployed
  Millburn, NJ
• 05/2019 → 01/2024
  D.A. Davidson & Co.
  New York, NY
• 05/2019 → 01/2024
  D.A. Davidson & Co.
  Red Bank, NJ
• 01/2024 → Present
  Smith Shellnut Wilson
  Ridgeland, MS
• 01/2024 → Present
  Smith Shellnut Wilson Llc
  Manahawkin, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  1999-07-01

Other Names

• Kevin P Fitzsimmons