Veronica Teresa Mendoza

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-03
CA	RA	APPROVED	2025-10-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	San Francisco	CA	05/2022	09/2025
Unemployed	Concord	CA	03/2022	05/2022
Better.cOm	Concord	CA	04/2021	03/2022
Provident Credit Union	Redwood City	CA	02/2021	04/2021
The Realreal	San Francisco	CA	06/2019	02/2021
Yelp	San Francisco	CA	07/2018	06/2019
Patelco Credit Union	Danville	CA	09/2016	07/2018
Schools Credit Union	Elk Grove	CA	09/2015	09/2016
Bath And Body Works	Elk Grove	CA	10/2015	01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	10/2025	Present

05/2022 → 09/2025

Morgan Stanley

San Francisco, CA
03/2022 → 05/2022

Unemployed

Concord, CA
04/2021 → 03/2022

Better.cOm

Concord, CA
02/2021 → 04/2021

Provident Credit Union

Redwood City, CA
06/2019 → 02/2021

The Realreal

San Francisco, CA
07/2018 → 06/2019

Yelp

San Francisco, CA
09/2016 → 07/2018

Patelco Credit Union

Danville, CA
09/2015 → 09/2016

Schools Credit Union

Elk Grove, CA
10/2015 → 01/2017

Bath And Body Works

Elk Grove, CA
10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-17

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