Patrick Emery

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-08
TX	RA	APPROVED	2021-06-08

Branch Locations

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

Organization	City	State	From	To
Penn State University	University Park	PA	08/2014	05/2018
Cenlar Fsb	Ewing	NJ	05/2016	01/2018
Gasper Landscape Design & Construction	Richboro	PA	06/2018	08/2018
The Vanguard Group, Inc.	Malvern	PA	08/2018	03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2021	Present

08/2014 → 05/2018

Penn State University

University Park, PA
05/2016 → 01/2018

Cenlar Fsb

Ewing, NJ
06/2018 → 08/2018

Gasper Landscape Design & Construction

Richboro, PA
08/2018 → 03/2021

The Vanguard Group, Inc.

Malvern, PA
03/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-07
S63	Uniform Securities Agent State Law Examination	2018-10-17

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