Allyson Faun Hulsmann

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2017-10-26

NY RA
APPROVED

Since 2021-04-19
CT RA
APPROVED

Since 2017-10-26

Branch Locations

One Bryant Park Investment Solutions Group, New York, NY 10036 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2017	Present
Morgan Stanley	New York	NY	07/2010	03/2017

04/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2010 → 03/2017

Morgan Stanley

New York, NY

Other Businesses

I*4738278 Entity Type: Entity Charitable Name of OBA: BHS PTA Address: Brooklyn, New York, 11201 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/18/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: school parent teacher association co-secretary of the PTA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-25

S66 Uniform Combined State Law Examination

2017-10-25

Other Names

Allyson Faun Lagreco
Allyson Hulsmann

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