Patrick Emond, financial advisor Providence RI

Patrick Emond

CRD Number: 6964524
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick Emond (CRD# 6964524) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 4 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. Providence, RI Oct 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence, RI Jun 2019 - Current 4
Providence College Providence, RI Sep 2015 - Jun 2019 3
Merril Lynch, Pierce, Fenner & Smith Incorporated Providence, RI Jun 2018 - Aug 2018 < 1
Odysey Systems Consulting Group Wakefield, MA Dec 2017 - Jan 2018 < 1
Doyle Sails Salem, MA Jun 2017 - Aug 2017 < 1
Marblehead Community Store Marblehead, MA May 2014 - Aug 2017 3
Marblehead High School Marblehead, MA Sep 2011 - Sep 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Patrick W. Emond
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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