Patrick Michael Fay
Investment adviser representative at Hub Investment Partners, LLC
18 yearsExperience
4 statesRegistered in
$11.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Hub Investment Partners, LLCDec 2025 to now
- Hub International Investment Services, Inc.Sep 2022 to now
- Hub International Great Plains, LLC (was Silverstone Group, Inc)Dec 2008 to now
- M Holdings Securities, Inc.Dec 2008 to now
- Hub Investment Advisors, Inc (was Silverstone Asset Management)Mar 2013 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (IA, NE, SD, TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3073542
- Firm CRD
- 307956