Patrick J Smith
Investment adviser representative at Fiduciary Consulting Group
17 yearsExperience
2 statesRegistered in
CFADesignation
$14.7BFirm assets
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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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Fiduciary Consulting GroupJun 2024 to now
- Morgan Stanley Institutional Investment Advisors LLCJun 2024 to now
- Cook Street Consulting, Inc.May 2009 to Jul 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Fiduciary Consulting Group
Legal name: Morgan Stanley Institutional Investment Advisors LLC
$14.7BAssets managed
70Clients
26Advisers
17 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
- 4979584
- Firm CRD
- 149122