Patricia Strong, financial advisor Chandler AZ

Patricia Strong

CRD Number: 6730468
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patricia Strong (CRD# 6730468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chandler, AZ Feb 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jan 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2016 - Jan 2020 3
Abba Construction Jacksonville, FL Sep 2016 - Nov 2016 < 1
Smg Jacksonville Jacksonville, FL May 2015 - Sep 2016 1
University Of North Florida Jacksonville, FL Aug 2014 - Jul 2016 1
Follett Educational Group Jacksonville, FL Dec 2015 - Jan 2016 < 1
Dialamerica Jacksonville, FL Apr 2015 - May 2015 < 1
Follett Educational Staffing Jacksonville, FL Dec 2014 - Jan 2015 < 1
Kelly Educational Staffing Jacksonville, FL Aug 2014 - Oct 2014 < 1
Florida State College At Jacksonville Jacksonville, FL May 2014 - Aug 2014 < 1
Unemployed Jacksonville, FL Jan 2014 - Apr 2014 < 1
Fortis Institute Jacksonville, FL Dec 2012 - Dec 2013 1
Unemployed Jacksonville, FL Sep 2012 - Dec 2012 < 1
Florida State College At Jacksonville Jacksonville, FL Sep 2009 - Aug 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Patricia Strong
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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