Patricia I Genao-Garrido

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

• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Guaynabo, PR
• 03/2011 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Guaynabo, PR

Other Businesses

I*: 2508262 Entity Type: For Profit Name: Yoga Address: San Juan, PR 00911 Investment related: No Start date: 06/02/2025 Hours per week: 5 hrs wkly Hours during trading hours: 0 Duties: I conduct classes to teach mindfulness, meditation, stretches, yoga poses and relaxation. Also help people to improve their quality of life by enhancing their mental and physical health through the yoga practice.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-08

Other Names

• Patricia Genao
• Patricia Genao-Garrido