Patrick W Sunday

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2015 → 02/2019
  Merrill Lynch Pierce Fenner & Smith Inc
  Ridgefield, CT
• 02/2019 → 03/2022
  Network 1 Financial Securities Inc
  Red Bank, NJ
• 12/2020 → 03/2022
  Network 1 Financial Advisors Inc
  Red Bank, NJ
• 05/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-01-07 → 2022-04-19
  Network 1 Financial Advisors Inc.
  Brewster, NY
  Red Bank, NJ
• 2017-03-01 → 2019-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgefield, CT

Exams

• S66 Uniform Combined State Law Examination
  2017-02-28

Other Names

• Patrick Sunday
• Patrick Wendell Sunday