Patrick Kavanaugh
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.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- The Catholic University of AmericaApr 2024 to Aug 2025
- UnemployedMar 2024 to Apr 2024
- Colorado School of Mines FoundationJun 2022 to Feb 2024
- Highlands Ranch AquaticsSep 2020 to Jun 2022
- InstacartSep 2020 to Jun 2022
- University of DenverAug 2020 to Jun 2022
- LululemonNov 2018 to Aug 2020
- Kalu Yala InstituteMay 2018 to Nov 2018
- University of ConnecticutMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8153740
- Firm CRD
- 7691