Patrick Louis Smith
Investment adviser representative at Bearing Point Capital
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
2 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
11 years in the industry.
- Bearing Point CapitalAug 2024 to now
- Morgan Stanley Private Bank, N.ANov 2015 to now
- Morgan StanleyNov 2015 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MN).
Bearing Point Capital
Legal name: Bearing Point Capital, LLC
$1.1BAssets managed
236Clients
6Advisers
2 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
- 4702735
- Firm CRD
- 332023