Patrick McCartney
CRD Number: 7569240Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick McCartney (CRD# 7569240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Kennett Square, PA | Sep 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kennett Square, PA | Jul 2023 - Current | < 1 |
| Penn State University | University Park, PA | Aug 2022 - May 2023 | < 1 |
| Bank Of America & Merrill Lynch | Philadelphia, PA | Jun 2022 - Aug 2022 | < 1 |
| Penn State University | University Park, PA | Aug 2021 - May 2022 | < 1 |
| Penn Beer Sales & Service | Hatfield, PA | May 2021 - Aug 2021 | < 1 |
| Penn State University | University Park, PA | Aug 2020 - May 2021 | < 1 |
| Wojcick Landscaping Inc. | Sellersville, PA | May 2020 - Aug 2020 | < 1 |
| Penn State Unviersity | University Park, PA | Aug 2019 - May 2020 | < 1 |
| Alber Haff Parking Service Inc. | Glenside, PA | Oct 2018 - Jun 2019 | < 1 |
| Lasalle College High School | Wyndmoor, PA | Aug 2015 - May 2019 | 3 |
| Firstrust Bank | Conshohocken, PA | Jun 2018 - Aug 2018 | < 1 |
| Pennbrook Middle School | North Wales, PA | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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