Patrick Andrew Sawyer

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-07-07
TX	RA	APPROVED	2025-07-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	03/2019	05/2025
Bank Of America, N.A.	Philadelphia	PA	03/2019	06/2025
Janney Montgomery Scott	Philadelphia	PA	10/2017	12/2018
Coventry First	Fort Washington	PA	08/2017	10/2017
University Of Scranton	Scranton	PA	09/2013	07/2017
Unemployed	Philadelphia	PA	12/2018	03/2019
Morgan Stanley	West Conshohocken	PA	06/2025	Present

03/2019 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
03/2019 → 06/2025

Bank Of America, N.A.

Philadelphia, PA
10/2017 → 12/2018

Janney Montgomery Scott

Philadelphia, PA
08/2017 → 10/2017

Coventry First

Fort Washington, PA
09/2013 → 07/2017

University Of Scranton

Scranton, PA
12/2018 → 03/2019

Unemployed

Philadelphia, PA
06/2025 → Present

Morgan Stanley

West Conshohocken, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-14

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