Patrick
Delisa

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6588111
Investment Advisor
in Hunt Valley, MD

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About this Advisor

Patrick Delisa is a financial advisor operating out of Hunt Valley, Maryland with 7 years of relevant experience. Delisa is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cafe Troia and Towson University. Delisa holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm based out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in assets among its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the financial services. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

11333 Mccormick Rd Me- Merrill Guided Client Mgmt and Participant Servs
Hunt Valley, MD 21031

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

MD Average: $7,464,549,021
Total Number of Employees

36,687

MD Average: 88
Total Number of Accounts

2,864,234

MD Average: 3,892
Average Account Size

$381,844

MD Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Patrick Delisa Work History

Patrick has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Cafe Troia

2010 - 2014 (4 years)

Towson University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Delisa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Eric Anderson
San Jose, CA
Flor Hernandez
San Jose, CA
Lurenzo Macklin
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James Saturne
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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