John Patrick Suciu

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

• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2004 → 02/2018
  Pricewaterhousecoopers Llp
  San Francisco, CA

Other Businesses

I*4675294 Entity Type: Fiduciary role Name of OBA: J. P. S. TTEE D. M S. TTEE U/A DTD 04/13/2022 Address: Diablo, California, 94528 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/08/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse I*4678269 Entity Type: Fiduciary role Name of OBA: J. P. S. TTEE D. M S. TTEE U/A DTD 04/13/2022 Address: Diablo, California, 94528 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/08/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/ Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2018-05-23
• S65 Uniform Investment Adviser Law Examination
  1995-02-01
• S63 Uniform Securities Agent State Law Examination
  1994-12-15

Other Names

• Patrick Suciu
• John Patrick Suciu
• John Suciu