Patrick Sean Irwin

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

• 06/2024 → 10/2025
  Thrivent Investment Management Inc
  Chicago, IL
• 09/2009 → 12/2018
  Purdue University
  Hammond, IN
• 08/2019 → 12/2019
  L Brands
  Schererville Indiana, IN
• 01/2019 → 07/2019
  Unemployed
  Griffith, IN
• 01/2020 → 08/2020
  Unemployed
  Griffith, IN
• 09/2020 → 09/2021
  Xfinity By Lets Talk Mobile
  Evanston, IL
• 10/2021 → 05/2023
  At&T
  Chicago, IL
• 08/2023 → 06/2024
  State Farm
  Chicago, IL
• 07/2024 → 10/2025
  Thrivent Financial
  Appleton, WI
• 03/2025 → 10/2025
  Thrivent Financial
  Appleton, WI
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2019 → 12/2019
  Bath &Amp; Body Works
  Schererville, IN
• 01/2026 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2025-05-01 → 2025-10-13
  Thrivent Investment Management Inc.
  Chicago, IL
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2025-04-30
• S63 Uniform Securities Agent State Law Examination
  2024-10-17

Other Names

• Sean Irwin
• Patrick Sean Irwin