Patrick Reilly

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

• 06/2021 → 02/2023
  Ubs Financial Services
  Charlotte, NC
• 09/2020 → 05/2021
  Pure Hockey
  Warwick, RI
• 02/2020 → 03/2020
  University Of Rhode Island Dining Services
  Kingston, RI
• 06/2019 → 08/2019
  Metlife Auto & Home
  Warwick, RI
• 05/2018 → 08/2018
  Finn's Harborside
  East Greenwich, RI
• 06/2017 → 08/2017
  Harbor Lights Golf Course
  Warwick, RI
• 05/2016 → 09/2016
  Texas Roadhouse
  Warwick, RI
• 08/2016 → 06/2017
  Full-Time Education
  Warwick, RI
• 08/2017 → 05/2018
  Full-Time Education
  Kingston, RI
• 08/2018 → 06/2019
  Full-Time Education
  Kingston, RI
• 08/2019 → 02/2020
  Full-Time Education
  Kingston, RI
• 03/2020 → 09/2020
  Full-Time Education
  Kingston, RI
• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 03/2023 → Present
  Bank Of America, N.A.
  Providence, RI

Previous Registrations

• 2021-09-22 → 2023-03-15
  Ubs Financial Services Inc.
  Weehawken, NJ
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-09-22

Other Names

• Patrick J. Reilly