Todd Gainor Hallauer

$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
GA	RA	APPROVED	2023-07-14
TX	RA	APPROVED	2023-07-12

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Washington	DC	05/2011	07/2023
Morgan Stanley Private Bank, National Association	New York	NY	06/2017	07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	07/2023	Present
Morgan Stanley Private Bank, N.A	New York	NY	06/2017	07/2023
Bank Of America N.A.	Atlanta	GA	08/2023	Present

05/2011 → 07/2023

Morgan Stanley Smith Barney

Washington, DC
06/2017 → 07/2023

Morgan Stanley Private Bank, National Association

New York, NY
07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2017 → 07/2023

Morgan Stanley Private Bank, N.A

New York, NY
08/2023 → Present

Bank Of America N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-29
S63	Uniform Securities Agent State Law Examination	2002-08-26

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