Patricia Fiore Drpich

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

• 11/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 12/2020 → Present
  Bank Of America N.A.
  Greenwich, CT

Previous Registrations

• 2007-04-02 → 2007-11-06
  Morgan Stanley & Co. Llc
  Greenwich, CT
  Wilton, CT
• 2002-12-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Greenwich, CT
  Wilton, CT

Other Businesses

I*2062278, Entity Type Fiduciary, Name of OBA: R F Special Needs Trust Address: Denver, North Carolina, 28037 Investment Related: Yes Position, Title, Association: Employee Start Date: 24-Oct-2024 No Hours: 5 Yearly No Hours during trading: 0 Duties: I*, Entity Type Fiduciary, Name of OBA: R T F IRREVOCABLE TR Address: Denver, North Carolina, 28037 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 12-Nov-2024 No Hours: 10 yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-02-05

Other Names

• Patricia Anne Fiore
• Trish Drpich