Marc Joseph Gamberdella

$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
FL	RA	APPROVED	2020-11-02
TX	RA	APPROVED_RES	2009-05-05
CA	RA	APPROVED	2009-04-29

Branch Locations

701 Brickell Ave, Miami, FL 33131 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Santa Barbara	CA	04/2009	Present
Bank Of America,N.A.	Santa Barbara	CA	06/2011	Present

04/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Santa Barbara, CA
06/2011 → Present

Bank Of America,N.A.

Santa Barbara, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-05-22
S65	Uniform Investment Adviser Law Examination	1997-05-22

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