Lyle Pataky, financial advisor Chandler AZ
90 score

Lyle Pataky

CRD Number: 6074310
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lyle Pataky (CRD# 6074310) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a Chandler, AZ Jun 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ May 2012 - Current 4
Apollo Group Inc. Phoenix, AZ Sep 2009 - May 2012 2
University Of Phoenix Phoenix, AZ Dec 2009 - Feb 2012 2
Unemployed Fountain Hills, AZ Jul 2009 - Sep 2009 < 1
United States Air Force Minot Afb, ND Dec 2007 - Jul 2009 1
Scottsdale Community College Scottsdale, AZ Aug 2007 - Dec 2007 < 1
The Roll Law Office, Pllc Tempe, AZ Jan 2007 - Dec 2007 < 1
Unemployed Fountain Hills, AZ Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Lyle C. Pataky
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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