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John Patrick McNamara

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Paramus, NJCRD #2224817Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
13 states
Exams Passed
10

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArkansasConnecticutDelawareDistrict of ColumbiaFloridaMaineMarylandMassachusettsNew JerseyNew YorkPennsylvaniaRhode IslandUtah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/13/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 10/12/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/29/1992
Series 24
General Securities Principal Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 23
General Securities Principal Sales Supervisor
Passed 4/28/2008
Series 4
Registered Options Principal Examination
Passed 12/29/1998
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 9/30/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
10/23/2009Paramus, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
10/23/2009Tuxedo Park, NY
BANC OF AMERICA INVESTMENT SERVICES, INC.
10/20/200410/23/2009Glen Rock, NJ
QUICK & REILLY, INC.
11/21/200210/20/2004Paramus, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Patrick McNamara has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Patrick McNamara - Financial Advisor in Paramus, NJ | AdvisorFinder