Patricia
Morrissey

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4220771
Investment Advisor
in West Islip, NY

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About this Advisor

Patricia Morrissey is a financial advisor based in West Islip, New York who has 20 years of industry experience. Morrissey is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Morrissey has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Morrissey maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in total assets across its 2,864,234 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth clients who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number 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. Financial management fee schedules vary depending on which services are provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

20 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

540 Montauk Hwy
West Islip, NY 11795

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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

Patricia Morrissey Work History

Patricia has been registered as a financial advisor for 20 years.*

2014 - Present (10 years)

Bank Of America, N.A

2000 - Present (24 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Patricia Morrissey 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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