Heather Lynn Pacheco

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

• 12/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO
• 06/2011 → Present
  Bank Of America, N.A.
  Denver, CO

Previous Registrations

• 2008-05-28 → 2009-10-30
  Old Mutual Capital
  Denver, CO

Other Businesses

I*2103257, Entity Type, Name of OBA: J T Address: Lone Tree, Colorado, 80124 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date:11/25/2024 No Hours:1 Y No Hours during trading: 1 Duties: Power of Attorney for parents I*: 2623285 Entity Type: Charitable Name of OBA: Cherry Creek has Heart Address: Denver, CO 80206 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 07/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Vet charities and gather donations

Exams

• S66 Uniform Combined State Law Examination
  2008-05-24

Other Names

• Heather Lynn Tracy
• Heather Lynn Tracy