Patrick Edward Hickey

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

• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2023 → 02/2024
  Unemployed
  Chicago, IL
• 03/2021 → 07/2023
  Trinchero Family Estates
  Chicago, IL
• 07/2019 → 03/2021
  Revolution Brewing
  Chicago, IL
• 06/2017 → 07/2019
  Breakthru Beverage Group
  Chicago, IL
• 12/2015 → 06/2017
  Parce Rum
  Chicago, IL
• 01/2014 → 05/2017
  Kam's Bar
  Chicago, IL
• 08/2013 → 05/2017
  University Of Illinois At Urbana-Champaign
  Urbana, IL
• 04/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I* 1733258 For profit or not for profit: Entity For Profit Name of outside business organization: PICODEGALLO LLC Investment related: no Address of business: Chicago, IL, 60618 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 03/16/2023 Number of hours devoted: 8 monthly Number of hours devoted during trading hours: 0 Duties: LLC is for a band, Getting Started, that I play bass guitar in on some nights/weekends and release music with. We are compensated in the form of base pay from concerts and royalties from music releases, which are usually used for band expenses but otherwise disbursed evenly amongst the group. I do not have financial authority.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06