Patrick Feeney, financial advisor Fort Lauderdale FL

Patrick Feeney

CRD Number: 6799893
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patrick Feeney (CRD# 6799893) is an Financial Advisor and Vice President working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has 11 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Lauderdale, NY Jul 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fl Lauderdale, FL May 2019 - Current 4
Suntrust Advisory Services, Inc. Atlanta, GA Jul 2017 - May 2019 1
Suntrust Investment Services,inc. Atlanta, GA Jun 2017 - May 2019 1
Suntrust Bank Miami, FL May 2017 - May 2019 2
The Northern Trust Company Miami, FL Jun 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Patrick M. Feeney
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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