Jeanine Cerligione

$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
NY	RA	APPROVED	2025-07-07

Branch Locations

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

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

Organization	City	State	From	To
Cowen Execution Services Llc (Formerly Convergix)	New York	NY	03/2016	10/2017
Tigress Financial Partners, Llc	New York	NY	11/2018	07/2021
Unemployed	New York	NY	11/2017	10/2018
Bcs Global Markets	New York	NY	10/2018	07/2021
Fidelity Investments	Jersey City	NJ	07/2021	03/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2025	Present

03/2016 → 10/2017

Cowen Execution Services Llc (Formerly Convergix)

New York, NY
11/2018 → 07/2021

Tigress Financial Partners, Llc

New York, NY
11/2017 → 10/2018

Unemployed

New York, NY
10/2018 → 07/2021

Bcs Global Markets

New York, NY
07/2021 → 03/2025

Fidelity Investments

Jersey City, NJ
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-02
S63	Uniform Securities Agent State Law Examination	2006-07-25

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