Patrick William Emond

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 09/2015 → 06/2019
  Providence College
  Providence, RI
• 06/2018 → 08/2018
  Merril Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 12/2017 → 01/2018
  Odysey Systems Consulting Group
  Wakefield, MA
• 06/2017 → 08/2017
  Doyle Sails
  Salem, MA
• 05/2014 → 08/2017
  Marblehead Community Store
  Marblehead, MA
• 10/2019 → Present
  Bank Of America, N.A.
  Providence, RI

Other Businesses

I*136404For profit or not for profit: Non-Profit OrganizationName of outside business organization: GrowSmart RIInvestment related: NAddress of business:Providence, Rhode Island 02903Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 2/26/2021Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I have been invited to become a part of the strategic planning group for GrowSmart as one of their younger constituents. I*2079267, Entity Type, Non-Profit, Name of OBA: Alzheimer's Association of Providence, Address: Providence, RI, 02906, Investment Related: No, Position, Title, Association: Volunteer, Employee Start Date: 12/06/2024, No Hours: 5hrs/Mo, No Hours during trading: 0, Duties: Board member designing awareness events and volunteering. I*4434268, Entity Type: Entity Charitable, Name of OBA: Rotary Group of Brookline, Address: Brookline, Massachusetts, 02445, Investment Related: N, Position, Title, Association: Committee, Treasurer, Employee Start Date: 06/01/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Keeping track of expenses and dues paid by other members I am going to be a volunteer and treasurer of the group. Keeping track of finances and dues paid. The Rotary Group of Brookline is a non profit focused on raising awareness of societal issues in our community and donating time and money back into those in need.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-11

Other Names

• Patrick Emond