Patrick Moran, financial advisor Bloomfield Hills MI
88 score

Patrick Moran

CRD Number: 5570647
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick Moran (CRD# 5570647) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Blookfield Hills, MI Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Jan 2014 - Current 2
Asset Health, Inc. Troy, MI Jan 2013 - Jan 2014 1
Unemployed Troy, MI Aug 2012 - Jan 2013 < 1
Bank Of America, N.a. Bloomfield Hills, MI May 2012 - Jul 2012 < 1
Merrill Lynch Bloomfield Hills, MI Jan 2012 - Jul 2012 < 1
True Lacrosse Chicago, IL Jun 2011 - Jan 2012 < 1
Le Moyne College Syracuse, NY Sep 2007 - May 2011 3
Merrill Lynch Bloomfield Hills, MI Jun 2010 - Aug 2010 < 1
Le Moyne College Physical Plante Syracuse, NY Jun 2009 - Aug 2009 < 1
Merrill Lynch Bloomfield Hills, MI Jun 2008 - Aug 2008 < 1
Champion Lacrosse Bingham Farms, MI Jun 2007 - Aug 2007 < 1
University Of Detroit Jesuit High School And Academy Detroit, MI Sep 2001 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Patrick L. Moran
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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