Lisa Pacheco

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-03-29
CA	RA	APPROVED	2018-12-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rancho Santa Fe	CA	08/2018	Present
Southern California Edison	Irwindale	CA	09/2016	06/2018
Southern California Edison	Irwindale	CA	09/2015	09/2016
Bank Of America, N.A.	Rancho Santa Fe	CA	09/2018	Present

08/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rancho Santa Fe, CA
09/2016 → 06/2018

Southern California Edison

Irwindale, CA
09/2015 → 09/2016

Southern California Edison

Irwindale, CA
09/2018 → Present

Bank Of America, N.A.

Rancho Santa Fe, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-07

Nearby Firms