Patrick Byron Benson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 12/2011 → Present
  Sports Official - Independent Contractor
  San Francisco, CA
• 10/2015 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

SPORTS OFFICIATING - PROPRIETOR / INDEPENDENT CONTRACTOR NOT INVESTMENT-RELATED SAN FRANCISCO, CA 94133 I REFEREE ORGANIZED BASKETBALL (HIGH SCHOOL, ADULT LEAGUES, ETC.) AS AN INDEPENDENT CONTRACTOR VIA VARIOUS ASSIGNING ASSOCIATIONS. 12/2011-PRESENT 35-45 HOURS/ MONTH DURING BASKETBALL SEASON (0 DURING TRADING HOURS) I*870277 Entity Type: Governmental Organization Name of outside business organization: Walnut Grove Fire Protection District Investment related: No Address of business: Walnut Grove, California, 95690 Position, title, association: Volunteer Fire Fighter Start date of relationship: 6/1/2022 Number of hours devoted: 4 hours Mthly Number of hours devoted during trading hours: 0 Duties: Volunteer Fire Fighter, Volunteer Fire Fighter & Rescue First Responder I*: 2575298 Entity Type: Charitable Name of OBA: Active 20-30 United States & Canada Address: Reno, NV 89523 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 7/1/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Active 20-30 is a service organization dedicated to improving the lives of children in our communities. Open to individuals ages 20-39 Active 20-30 clubs bring together emerging leaders who are passionate about making a difference through hands-on service and fundraising. With a rich history of supporting underserved children, Active 20-30 was founded to fill a need that existing service organizations were not addressing. Over time, we have grown and evolved alongside our members, adapting to the changing needs of our communities while building meaningful traditions along the way. Active 20-30 provides a hands-on way to grow and practice leadership skills such as project management, public speaking, and fundraising. It's a chance to connect with passionate, like-minded people in your community and beyond, all while making a meaningful impact on causes you care about. Will be a member of the national board and executive committee that oversees the club's governance and liaises with local chapters (like described in my previous AIM submittal) to support the mission on the ground in local communities. Mostly once-a-month board meetings via Zoom to discuss/vote on proposals for charitable endeavors (fundraising, benevolent grants, etc.). I will not have access to organization funds personally.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-12

Other Names

• Patrick Benson