Miguel Pacheco Jr, financial advisor Beverly MA

Miguel Pacheco Jr

CRD Number: 5735708
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miguel Pacheco Jr (CRD# 5735708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 13 years of experience in the finance industry.

Similar Advisors
Scott Gillespie, financial advisor Beverly MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Beverly MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Beverly MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Company Name Location Dates Years
Bank Of America, N.a. Beverly, MA Jan 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly, MA Dec 2018 - Current 4
Gordon College Wenham, MA Jan 2017 - Current 6
Pfs Investments Inc. Woodland Park, NJ Mar 2017 - Dec 2017 < 1
Pnc Bank Bedminster, NJ Mar 2013 - Jan 2017 3
Pnc Investments LLC Pittsburgh, PA Mar 2013 - Jan 2017 3
Bahama Breeze Wayne, NJ Jan 2009 - Mar 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Miguel F. Pacheco Jr
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.