Patricia M. Molina

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

• 03/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

I*: 415215 Entity Type: HOA, Co-Op, Freehold Name of OBA: XXXX-XXXX N Wayne Condominium Association Address: Chicago, IL 60660 Investment Related: No Position, Title, Association: board president Employee Start Date: 09/23/2019 Number of Hours: 0.67 hr annually Number of Hours during trading: 0 Duties: I am board president for our condo association. We meet quarterly to discuss maintenance and condo issues and what action is needed to resolve them.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17

Other Names

• Patricia M Molina
• Pat Molina
• Patricia Marie Molina