Patricia A Kresmery

CRD 1283933 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Bloomfield Hills, MI

IA RegisteredBroker

Also appears in the source record as: Patricia Ann Kresmery; Patricia A Mularski ^; Patricia Ann Mularski; Patricia A Tomayko ^; Patricia Ann Tomayko

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 10Series 9SIESeries 7
Registered states (29): Alabama · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Bloomfield Hills, MI · IA capacity

Jun 4, 2012 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Bloomfield Hills, MI · BC capacity

start not retrieved → present
Morgan Stanley Smith Barney LLC
IA capacity

Jun 12, 2012 → Jun 25, 2012
Morgan Stanley Smith Barney
BD capacity

May 25, 2012 → Jun 25, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 17, 2010 → May 29, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Apr 28, 2010 → May 29, 2012
Ubs Financial Services Inc.
BD capacity

Apr 1, 2005 → May 13, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Sep 30, 1993 → Mar 16, 2005
Everen Securities, Inc.
BD capacity

Sep 4, 1990 → Sep 10, 1993
Prescott, Ball & Turben, Inc.
BD capacity

Sep 24, 1987 → Sep 4, 1990

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1283933 ↗ FINRA BrokerCheck record for CRD 1283933 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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