Patricia Ann Hobanchavez

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

• 04/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 03/1988 → Present
  Bank Of America
  Chino, CA

Other Businesses

I*3015291 Entity Type: Entity Charitable Name of OBA: Theater and Arts Foundation of San Diego DBA La Jolla Playho Address: California, 92093 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/10/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: La Jolla Playhouse advances theatre as an art form, telling stories that inspire empathy and create a dialogue toward a more just future. With our intrepid spirit and eclectic, artist-driven approach we will continue to cultivate a local, national and global following with an insatiable appetite for audacious work. Provide strategic oversight, ensures fiduciary responsibility, and support the mission by guiding governance, and community engagement efforts including attending events and activities that support the organization on a volunteer basis.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-09
• S63 Uniform Securities Agent State Law Examination
  1997-01-16

Other Names

• Patricia Hoban
• Patricia Ann Hobanchavez
• Patricia A Hobanchavez