Patric Vaccariello

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 07/2022 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
• 12/2021 → 06/2022
  West Virginia University Student Managed Investment Fund
  Morgantown, WV
• 05/2021 → 08/2021
  Westmed Medical Group
  Rye Brook, NY
• 08/2020 → 09/2022
  Aflac Inc.
  New York, NY
• 05/2019 → 08/2019
  Vector Marketing
  White Plains, NY
• 04/2014 → 08/2018
  Tamarack Country Club
  Greenwich, CT
• 08/2018 → 05/2019
  West Virginia University
  Morgantown, WV
• 08/2019 → 05/2020
  West Virginia University
  Morgantown, WV
• 08/2020 → 05/2021
  West Virginia University
  Morgantown, WV
• 08/2021 → 05/2022
  West Virginia University
  Morgantown, WV
• 05/2022 → 07/2022
  Unemployed
  Rye Brook, NY
• 09/2011 → 06/2018
  Blind Brook Middle/High School
  Rye Brook, NY
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-04-21

Other Names

• Patric Joseph Vaccariello