Patrick GreeneCRD Number: 6209523
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Greene (CRD# 6209523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 7 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Apr 2018 - Current||3|
|Unemployed||New York, NY||Jan 2018 - Apr 2018||< 1|
|Harver||New York, NY||Oct 2017 - Jan 2018||< 1|
|Greenhouse Software||New York, NY||Mar 2016 - Aug 2017||1|
|Sidoti & Company, LLC||New York, NY||Jun 2013 - Feb 2016||2|
|Proskauer Rose LLP||New York, NY||Oct 2012 - May 2013||< 1|
|Jp Morgan Chase||Brooklyn, NY||Sep 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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