Patricia Pacheco

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

• 05/2014 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2019 → 11/2021
  Bofa Securities, Inc.
  New York, NY
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*939231For profit or not for profit: Entity CharitableName of outside business organization: Association Of Latinos for Professionals for America (ALPFA)Investment related: NAddress of business: austin, Texas, 78703Nature of business: ["Business or Industry Organization"]Position, title, association: ["Committee"], [["Fundraising committee"]]Start date of relationship: 1/1/2023Number of hours devoted: 40 hour(s) MonthlyNumber of hours devoted during trading hours: 40Duties: , ALFPA National Board is a BOFA D&I Partnership and I was approved by our Chief Diversity Officer to participate on the board. My role will be to support the ALPFA optimize board engagement and fund raising I*4112268, Entity Type: Entity Charitable, Name of OBA: Ballet HIspanico, Address: new york, New York, 10024, Investment Related: N, Position, Title, Association: ["Committee","Board Member"], Employee Start Date: 09/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: board member, Ballet Hispanico NYC is the nation leading American Latino dance company and the largest cultural institution of its kind in the usa

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2014-09-19

Other Names

• Patricia Altagracia Pacheco