Patrick T Goodine
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Glaukos CorporationJun 2024 to Aug 2024
- UnemployedSep 2023 to May 2024
- Glaukos CorporationMay 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- Glaukos CorporationJun 2022 to Aug 2022
- UnemployedOct 2021 to May 2022
- Glaukos CorporationJun 2021 to Sep 2021
- University of MaineJan 2021 to May 2024
- UnemployedOct 2020 to Nov 2020
- Westfield StateSep 2020 to Dec 2020
- Stop and ShopMar 2020 to Aug 2021
- UnemployedSep 2019 to Feb 2020
- Red Lion Inn and AtlanticaJun 2019 to Aug 2019
- Weymouth HighschoolSep 2016 to Jun 2020
- UnemployedFeb 2002 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7977153
- Firm CRD
- 7691