Catalina Patino

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

• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2017 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*927455For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: pembroke pines, Florida, 33028Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/21/2022Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*2219282, Entity Type: Entity For Profit, Name of OBA: CASATAFE LLC, Address: Pembroke pines, Florida, 33028, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 06/06/2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: This entity was set up with the intention of holding a real estate investment on 6//6/2022 but was dissolved on 8/13/2022 and the entity was never used neither engaged in any banking, investment or activity. thanks , I*2218288, Entity Type: , Name of OBA: Rental Property 3, Address: PEMBROKE PINES, Florida, 33028, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 03/28/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*: 2217308Entity Type: For ProfitName of OBA: ISAESCU LLCAddress: Pembroke Pines, FL 33028Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 01/03/2024Number of Hours: 2 hrs wklyNumber of Hours during trading: 0Duties: The entity was formed but was never used, funded or had any activity until now. I thought I didn't have to declare it until it became active. I am trying to obtain approval from AIM to be able to open the bank account and activate the LLC. I*: 2217309Entity Type: For ProfitName of OBA: ALE ESCU LLCAddress: Pembroke Pines, FL33028Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 02/27/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0Duties: The sole member of the LLC is my son who is a minor and he cannot legally be a manager of the LLC. As his mother/legal guardian I have to be the manager. I will help him open a bank account at Bofa and me the legal representative of the entity. He makes his income from social media and he gets 100% of the revenue, I do not earn any income or compensation. he needs to open the LLC for asset protection and accounting purposes.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-05