Patrick Reilly
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- UBS Financial ServicesJun 2021 to Feb 2023
- Pure HockeySep 2020 to May 2021
- Full-time EducationMar 2020 to Sep 2020
- University of Rhode Island Dining ServicesFeb 2020 to Mar 2020
- Full-time EducationAug 2019 to Feb 2020
- Metlife Auto & HomeJun 2019 to Aug 2019
- Full-time EducationAug 2018 to Jun 2019
- Finn's HarborsideMay 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2018
- Harbor Lights Golf CourseJun 2017 to Aug 2017
- Full-time EducationAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7393010
- Firm CRD
- 7691