Pamela B Goodman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phila., PA
• 07/2011 → Present
  Bank Of America, N.A.
  Bala Cynwyd, PA

Other Businesses

I*1699275, Entity Type: Entity For Profit, Name of OBA: 7777 LLC; Address: Bala Cynwyd, PA 19004; Investment Related:No; Position, Title, Association: General Partner/Managing Member; Employee Start Date: 12/1/2022 No Hours: No Hours during trading: 1; Duties:Manage tenants and organize scheduling.I*2744291, Entity Type: , Name of OBA: R G living Trust, Address: Bala Cynwyd, Pennsylvania, 19004, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3650293 Entity Type: N/A Name of OBA: Reeta Goodman Trust Address: Bala Cynwyd, Pennsylvania, 19004 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1988-05-20

Other Names

• Pam Goodman
• Pam Goodman
• Pamela Beth Goodman