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Patrick Robert Pagni

AMUNDI SMITH BREEDEN LLC·DURHAM, North Carolina
SIE, Series 63, Series 82Clean recordAMUNDI SMITH BREEDEN LLC
280 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 4570328Firm CRD# 169589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Robert Pagni · DURHAM, NC
Registration
CRD #4570328 · AMUNDI SMITH BREEDEN LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 82
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AMUNDI SMITH BREEDEN LLC
CRD 169589 · SEC 801-78776
AUM
$14.5B
Regulatory assets under management
Employees
75
50 client accounts
Services offered by AMUNDI SMITH BREEDEN LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at AMUNDI SMITH BREEDEN LLC →
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Frequently Asked Questions

What services does Patrick Robert Pagni offer?
Patrick Robert Pagni specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Patrick Robert Pagni's credentials?
Patrick Robert Pagni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Robert Pagni located?
Patrick Robert Pagni is based in DURHAM, North Carolina, working with AMUNDI SMITH BREEDEN LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Patrick Robert Pagni charge for services?
Patrick Robert Pagni's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMUNDI SMITH BREEDEN LLC?
AMUNDI SMITH BREEDEN LLC has approximately 75 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMUNDI SMITH BREEDEN LLC

Aimee Kathryn Harmelink
DURHAM, NC
Stephen Alcuin Eason
DURHAM, NC
CFA
Jennifer Penafiel Hollingsworth
DURHAM, NC

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Nearby cities in North Carolina
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Research
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