Merrill Lynch, Pierce, Fenner & Smith
36yrs
Top 1% by experience in Riverside
10yrs
Patrick McMahon
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Patrick McMahon is a fiduciary financial advisor in Riverside, Rhode Island, with 10 years in the industry. Patrick joined Merrill Lynch, Pierce, Fenner & Smith in 2017, 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 229 advisors with offices in Riverside, and one of 229 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 59% of advisors in Riverside
Office3400 Pawtucket Ave CI Client Services, Riverside, RI 02915
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – now
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
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 McMahon. Patrick works from the Riverside, RI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 10 years. More experience than 59% of advisors in Riverside.
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 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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