Gaurav Suri

$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	2025-02-20

Branch Locations

6965 Yellowstone Blvd, Forest Hills, NY 11375 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Forrest Hills	NY	07/2021	Present
Jp Morgan Chase	New York	NY	04/2015	07/2021

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Forrest Hills, NY
04/2015 → 07/2021

Jp Morgan Chase

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-19

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