Patric Vaccariello
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- West Virginia University Student Managed Investment FundDec 2021 to Jun 2022
- West Virginia UniversityAug 2021 to May 2022
- Westmed Medical GroupMay 2021 to Aug 2021
- Aflac Inc.Aug 2020 to Sep 2022
- West Virginia UniversityAug 2020 to May 2021
- West Virginia UniversityAug 2019 to May 2020
- Vector MarketingMay 2019 to Aug 2019
- West Virginia UniversityAug 2018 to May 2019
- Tamarack Country ClubApr 2014 to Aug 2018
- Blind Brook Middle/high SchoolSep 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7602799
- Firm CRD
- 7691