Wells Fargo Advisors
46yrs
Top advisor by experience in Bradenton
35yrs
Patrick Mackey
Full name on record: Patrick William Mackey
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Patrick Mackey is a fiduciary financial advisor in Bradenton, Florida, with 35 years in the industry. Patrick joined Merrill Lynch, Pierce, Fenner & Smith in 2009, after less than a year at Morgan Stanley and two years at Morgan Stanley &. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 275 advisors with offices in Bradenton, and one of 244 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience at Merrill Lynch, Pierce, Fenner & Smith
Office1401 Manatee Ave W, Bradenton, FL 34205
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – now
- Jun 2009 – Nov 2009Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
- 1993 – 2004Citigroup Global Markets Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Patrick Mackey. Patrick works from the Bradenton, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1991, about 35 years. Top 8% by experience at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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