Patrick SweetCRD Number: 5933012
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Sweet (CRD# 5933012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Sep 2013 - Current||4|
|Unemployed||Newtown, PA||May 2013 - Sep 2013||< 1|
|Pennsylvania State Univeristy||University Park, PA||Aug 2012 - May 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Princeton, NJ||May 2012 - Aug 2012||< 1|
|Pennsylvania State Univeristy||University Park, PA||Aug 2011 - May 2012||< 1|
|Bank Of America Merrill Lynch||Princeton, NJ||May 2011 - Aug 2011||< 1|
|Pennsylvania State Univeristy||University Park, PA||Jun 2009 - May 2011||1|
|Council Rock High School North||Newtown, PA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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