Patrick Franck Ngangyou Tchounchui

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

• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedford, MA
• 04/2020 → Present
  Bank Of America, N.A.
  Bedford, MA
• 03/2019 → 04/2020
  One Life America/Legacy Life Solution
  Yuba City, CA
• 08/2014 → 04/2019
  American Income Life
  Waco, TX

Other Businesses

I*133661 For profit or not for profit: For-Profit Organization Name of outside business organization: Camer investment LLC Investment related: Y Address of business: Fitchburg, Massachusetts 1420 Nature of business: LLC, Position, title, association: , Start date of relationship: 12/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is an LLC intended to be registered in MA by Dec 1st 2020 to transfer some family real estate properties under the organization for any legal protection and upon legal recommendation by a Lawyer I*517359 For profit or not for profit: Entity For Profit Name of outside business organization: 862 N Montello st LLC Investment related: Y Address of business: Fitchburg, Massachusetts, 01420 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 9/1/2021 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , The purpose of the entity is to hold a rental unit that will be renting out apartment for my family interest I*518066 For profit or not for profit: Entity For Profit Name of outside business organization: 345 Walker St, LLC Investment related: Y Address of business: Fitchburg, Massachusetts, 01420 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Director"], Start date of relationship: 10/1/2021 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: , Upon legal recommendations, The purpose of the entity is to hold a rental unit that will be renting out apartment for my family interest

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18