Patrick John Fish

$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	2024-02-23
NJ	RA	APPROVED	2023-06-15
TX	RA	APPROVED	2023-05-12
PA	RA	APPROVED	2023-02-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Southapmton	PA	07/2022	Present
Bank Of America, N.A.	Southampton	PA	07/2022	Present
Alku	Andover	MA	06/2021	08/2021
Shriver Gelato	Ocean City	NJ	05/2020	08/2020
Medford Lakes Country Club	Medford Lakes	NJ	06/2019	06/2019
Leo's Yum Yum	Medford	NJ	08/2017	08/2018
Leo's Yum Yum	Medford	NJ	04/2017	08/2017
South Jersey Basketball Academy	Medford	NJ	08/2017	08/2017
Unemployed	Medford	NJ	07/2012	03/2017
Penn State	State College	PA	08/2018	05/2022

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Southapmton, PA
07/2022 → Present

Bank Of America, N.A.

Southampton, PA
06/2021 → 08/2021

Alku

Andover, MA
05/2020 → 08/2020

Shriver Gelato

Ocean City, NJ
06/2019 → 06/2019

Medford Lakes Country Club

Medford Lakes, NJ
08/2017 → 08/2018

Leo's Yum Yum

Medford, NJ
04/2017 → 08/2017

Leo's Yum Yum

Medford, NJ
08/2017 → 08/2017

South Jersey Basketball Academy

Medford, NJ
07/2012 → 03/2017

Unemployed

Medford, NJ
08/2018 → 05/2022

Penn State

State College, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-09