Patrick EmondCRD 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 3 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Providence, RI||Oct 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Providence, RI||Jun 2019 - Current||3|
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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