Patrick Gill

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 05/2017
  Eaton Vance Management
  Boston, MA
• 01/2013 → 05/2017
  Eaton Vance Distributors, Inc.
  Boston, MA
• 11/2017 → 11/2023
  Morgan Stanley Smith Barney Llc
  Westborough, MA
• 06/2017 → 09/2017
  Unemployed
  Canton, MA
• 07/2021 → 11/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2024 → Present
  Ameriprise Financial Services Llc
  Hingham, MA
• 09/2017 → 11/2017
  Unemployed
  Canton, MA
• 12/2023 → 02/2024
  Unemployed
  Norwell, MA
• 03/2024 → 06/2024
  Unemployed
  Norwell, MA

Previous Registrations

• 2017-11-28 → 2023-11-24
  Morgan Stanley
  Wellesley, MA
  New London, CT
  Waltham, MA
  Worcester, MA
  Providence, RI
  Westborough, MA
  Madison, CT
  Mystic, CT
  Hartford, CT
  Springfield, MA
  Newport, RI
  Essex, CT
  West Hartford, CT
• 2009-03-25 → 2017-06-01
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2009-03-24
• S63 Uniform Securities Agent State Law Examination
  2006-05-15

Other Names

• Patrick Brian Gill