Patrick McClernon, financial advisor Kingwood TX

Patrick McClernon

CRD Number: 6606779
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick McClernon (CRD# 6606779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingwood, TX and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America N.a. Kingwood, TX Feb 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingwood, TX Jan 2020 - Current 1
Edward Jones St Louis, MO Feb 2018 - Jan 2020 1
Kingwood Lacrosse Kingwood, TX Sep 2016 - May 2018 1
Bluewater Books Houston, TX Jan 2016 - May 2018 2
Edward Jones Kingwood, TX Feb 2016 - Feb 2018 2
Republic Finance Baton Rouge, LA Jun 2015 - Dec 2015 < 1
Crispy Catch Baton Rouge, LA Feb 2015 - Jun 2015 < 1
Louisiana State University Baton Rouge, LA Aug 2012 - May 2015 2
Comcast Sportsnet Houston, TX Jun 2013 - Aug 2013 < 1
Kingwood Country Club Kingwood, TX Apr 2010 - Aug 2012 2
Manhattenville College Purchase, NY Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Patrick J. McClernon
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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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