Miguel F Pacheco Jr

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

• 03/2013 → 01/2017
  Pnc Bank
  Bedminster, NJ
• 03/2013 → 01/2017
  Pnc Investments Llc
  Pittsburgh, PA
• 03/2017 → 12/2017
  Pfs Investments Inc.
  Woodland Park, NJ
• 12/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly, MA
• 01/2017 → Present
  Gordon College
  Wenham, MA
• 01/2019 → Present
  Bank Of America, N.A.
  Beverly, MA

Other Businesses

I*119958 For profit or not for profit: For-Profit Organization Name of outside business organization: LLC Investment related: N Address of business: Montclair, New Jersey 07042 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 5/31/2013 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rental Property I*119961 For profit or not for profit: For-Profit Organization Name of outside business organization: LLC Investment related: N Address of business: Montclair, New Jersey 07042 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 8/21/2016 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rental Property I*120394 For profit or not for profit: For-Profit Organization Name of outside business organization: (Holdings) LLC Investment related: N Address of business: Montclair, New Jersey 07042 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 5/1/2013 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Real estate Holdings: Manage and holds real estate. I*132607 For profit or not for profit: For-Profit Organization Name of outside business organization: Local Premier, LLC Address of business: Lawrence, Massachusetts 1843 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 12/17/2017 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity purpose is to Distribute Baked Bread from Martin Potato Bread. Products are distributed by distributors. They are responsible to distribute the product to supermarket and restaurants. My task is ensure distributor receive bread monthly.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-30
• S63 Uniform Securities Agent State Law Examination
  2010-02-02

Other Names

• Miguel F Pacheco
• Miguel F Pacheco Jr
• Miguel Pacheco
• Miguel F Pacheco