Patricia Arredondo-Chavez

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

• 05/2006 → 10/2021
  Icma Retirement Corporation
  Washington, DC
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Modesto, CA
• 05/2022 → Present
  Bank Of America N.A.
  Modesto, CA
• 10/2021 → 05/2022
  Unemployed
  Modesto, CA

Previous Registrations

• 2008-11-14 → 2021-11-04
  Missionsquare Retirement
  Washington, DC
  Modesto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-02
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Patricia Arredondo
• Patricia Chavez
• Patricia A Chavez
• Patricia Arredondo-Chavez
• Patricia A Arredondo-Chavez
• Patricia A Arredondo Chavez
• Patricia Arredondo Chavez
• Chavez Patricia Arredondo