Patrisia Ruiz Contreras-Vigil

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

• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA
• 01/2020 → 02/2020
  St Joseph Home And Community Care
  Napa, CA
• 02/2018 → 12/2019
  Collabria Care
  Napa, CA
• 01/2012 → 02/2018
  Ole Health
  Napa, CA
• 05/2020 → Present
  Bank Of America, N.A.
  Napa, CA

Other Businesses

I*504076For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: NAddress of business: American Canyon, California, 94503Nature of business: Position, title, association: , Start date of relationship: 12/1/2017Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties:Status: APPRVD. I*504076, For profit or not for profit: Name of outside business organization: Patrisia R Contreras Vigil, Investment related: N, Address of business: American Canyon, California, 94503Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2017, Number of hours devoted: 0 hour(s) Monthly, Number of hours devoted during trading hours: 0, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-06-14

Other Names

• Patrisia Ruiz Vigil
• P R Contrerasvigil
• Patrisia Contreras
• Patrisia R Contrerasvigil
• Patrisia Ruis Contrerasvigil