BG Financial Advisors
44yrs
Top advisor by experience in Beaufort
17yrs
Patrick Cunningham is a fiduciary financial advisor in Beaufort, South Carolina, with 17 years in the industry. Patrick joined Merrill in 2010, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 47 advisors with offices in Beaufort, and one of 40 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 57% of advisors at Merrill
Office700 Bay St, Beaufort, SC 29902
FirmMerrill
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 ?1 state
Services through Merrill
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.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowMerrillCurrent firm
Contact Patrick
Local office(843) 524-4115Ask for Patrick. (800) 637-7455Main office · New York, NY 700 Bay StBeaufort, SC 29902Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (843) 524-4115 or the Merrill main office at (800) 637-7455, and ask for Patrick Cunningham.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2010, about 17 years. More experience than 57% of advisors at Merrill.
What licenses does Patrick hold?
Series 66. 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 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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