Patrick Anthony Wielgosh

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

• 03/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
• 08/2011 → Present
  Bank Of America, N.A.
  Milwaukee, WI

Previous Registrations

• 2008-01-01 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI

Other Businesses

I*41020 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WIELGOSH & SONS PROPERTY MANAGEMENT INVESTMENT RELATED: N ADDRESS OF BUSINESS: MUSKEGO, WISCONSIN 53150 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2003 NUMBER OF HOURS DEVOTED: 100 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWN/MANAGE 3 FAMILY RENTAL LOCATED IN GREENDALE, WI. I*1916347, Entity Type Entity Charitable, Name of OBA: Muskego Youth Football Address: MuskegoWisconsin 53150 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 08/01/2024No Hours: 10 Monthly No Hours during trading: 0 Duties: Treasurer role for non profit youth football league, receiving no compensation, no interaction with clients, no investment activity

Exams

• S66 Uniform Combined State Law Examination
  2011-08-04