Morgan Stanley
47yrs
Top advisor by experience in New York
12yrs
Patrick Cobb has worked in the financial industry for 12 years and is a fiduciary financial advisor based in New York, New York. Patrick has been with Merrill since 2025; before that, Patrick spent four years at Fidelity Personal and Workplace Advisors and three years at Strategic Advisers. Merrill 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 52% of advisors in New York
OfficeOne Bryant Park, New York, NY 10036
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.
Career
- Oct 2025 – nowMerrillCurrent firm
- 2018 – 2023Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
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 Merrill at (800) 637-7455 and ask for Patrick Cobb. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 12 years. More experience than 52% of advisors in New York.
What licenses does Patrick hold?
Series 63, 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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