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Patrick Mcleod Smith

SHORELINE FINANCIAL ADVISORS, LLC·GUILFORD, Connecticut
Unclaimed Profile
246 GOOSE LANE, GUILFORD, CT 06437CRD# 2309088Firm CRD# 146040
01

About

Patrick Mcleod Smith is a registered financial advisor based in GUILFORD, Connecticut, affiliated with SHORELINE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHORELINE FINANCIAL ADVISORS, LLC
SHORELINE FINANCIAL ADVISORS, LLC
AUM
$223M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SHORELINE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2309088
Firm CRD# 146040
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Mcleod Smith offer?
Patrick Mcleod Smith specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.
What are Patrick Mcleod Smith's credentials?
Patrick Mcleod Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Mcleod Smith located?
Patrick Mcleod Smith is based in GUILFORD, Connecticut, working with SHORELINE FINANCIAL ADVISORS, LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.
How does Patrick Mcleod Smith charge for services?
Patrick Mcleod Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHORELINE FINANCIAL ADVISORS, LLC?
SHORELINE FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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