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Patrick E. Cobb

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
CT RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2025-11-03
  • CT RA
    APPROVED
    Since 2025-10-15

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 06/2014 01/2023
National Financial Services Boston MA 07/2018 08/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton MA 08/2025 Present
Bryant University Smithfield RI 01/2024 07/2025
Bank Of America, N.A. Newton MA 09/2025 Present
  • 06/2014 → 01/2023
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 08/2025
    National Financial Services
    Boston, MA
  • 08/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newton, MA
  • 01/2024 → 07/2025
    Bryant University
    Smithfield, RI
  • 09/2025 → Present
    Bank Of America, N.A.
    Newton, MA
Previous Registrations
  • 2018-07-13 → 2023-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-07-14 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2025-09-22
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
Other Names
  • Patrick Evan Cobb
  • Patrick Cobb

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLESLEY HILLS, MA
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RAYMOND JAMES & ASSOCIATES, INC. · Wellesley, MA
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