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Maria Daniela Pacin

Openarc Corporate Advisory, LLC

Atlanta, GA

CRD 7194070

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Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Openarc Corporate Advisory, Llc

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-16
  • GA RA
    APPROVED
    Since 2025-10-16

Branch Locations

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 02/2015 08/2021
Bank Of America, N.A Kennesaw GA 02/2015 10/2019
Bank Of America, N.A Atlanta GA 01/2020 09/2025
Merrill Lynch Atlanta GA 08/2021 09/2025
Openarc Corporate Advisory, Llc Atlanta GA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-25
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S65 Uniform Investment Adviser Law Examination
    2023-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19
Other Names
  • Maria Daniela Merchan
  • Daniela Merchan
  • Maria Merchan
  • Maria D Merchan

View on SEC IAPD

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