Marc Pado, financial advisor Truckee CA

Marc Pado

CRD Number: 1513320
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marc Pado (CRD# 1513320) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Truckee, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Truckee, CA May 2020 - Current 1
Bank Of America, N.a. Truckee, CA May 2020 - Current 1
Mml Investors Services, LLC Roseville, CA Jul 2019 - May 2020 < 1
Massmutual Life Insurance Company Roseville, CA Feb 2019 - May 2020 1
Alpine Meadows Ski Resort Alpine Meadows, CA Dec 2018 - May 2019 < 1
Unemployed Truckee, CA Apr 2017 - Dec 2018 1
Alpine Meadows Ski Resort Alpine Meadows, CA Dec 2016 - Apr 2017 < 1
Summit Medical Services Reno, NV Jan 2016 - Dec 2016 < 1
Unemployed Truckee, CA Feb 2012 - Dec 2015 3
Cantor Fitzgerald & Co New York, NY Mar 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Marc A. Pado
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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

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