Patricio Panuncio, financial advisor Taylorsville UT

Patricio Panuncio

CRD Number: 6740893
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Patricio Panuncio (CRD# 6740893) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Taylorsville, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Salt Lake City, UT Sep 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City, UT Aug 2018 - Current 3
University Of Utah Salt Lake City, UT Aug 2012 - May 2018 5
Rbc Wealth Management Salt Lake City, UT Dec 2016 - Dec 2017 1
Charlene Albarran For Congress Salt Lake City, UT Jan 2016 - Nov 2016 < 1
Ibarra Strategy Group Washington, DC Jan 2015 - Jan 2016 1
Utah State Senate Salt Lake City, UT Dec 2013 - Mar 2014 < 1
Academy For Math, Engineering And Science Salt Lake City, UT Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patricio M. Panuncio
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • UT
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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