Patrick R Brown

$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
TX	RA	APPROVED	2026-03-16
NJ	RA	APPROVED	2026-01-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2025	Present
Jensen Hughes	Baltimore	MD	06/2024	08/2024
Elon University	Elon	NC	08/2021	05/2025
Glazing Concepts	Bensalem	PA	06/2023	08/2023
Mountain Lake Pool And Patio	Doylestown	PA	06/2022	08/2022
The Bucks Club	Jamison	PA	06/2021	08/2021
Unemployed	N/A	PA	01/2004	06/2021

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2024 → 08/2024

Jensen Hughes

Baltimore, MD
08/2021 → 05/2025

Elon University

Elon, NC
06/2023 → 08/2023

Glazing Concepts

Bensalem, PA
06/2022 → 08/2022

Mountain Lake Pool And Patio

Doylestown, PA
06/2021 → 08/2021

The Bucks Club

Jamison, PA
01/2004 → 06/2021

Unemployed

N/A, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-20