Patrick Wayland
Patrick Wayland is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Darien, CT, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1020 Post Rd, Darien, CT, 06820
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Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Patrick is involved in several outside business activities, including a family real estate business (Snell Properties), Junior Arts and Music Inc, Snell Construction Corporation, Nantucket Conservation Foundation, and the United Church of Rowayton. These activities involve minimal time commitment and are not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Schottenfeld Group LLCBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.