Kevin Patrick Fitzsimmons
Investment adviser representative at Smith Shellnut Wilson
12 yearsExperience
1 stateRegistered in
$6.9BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Smith Shellnut Wilson LLCJan 2024 to now
- D.A. Davidson & Co.May 2019 to Jan 2024
- UnemployedMar 2019 to May 2019
- Fig Partners LLCJan 2018 to Mar 2019
- UnemployedMay 2017 to Jan 2018
- Hovde Group, LLCJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Smith Shellnut Wilson
Legal name: Smith Shellnut Wilson LLC
$6.9BAssets managed
380Clients
12Advisers
31 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
- 3173643
- Firm CRD
- 106235