Collin Macrae Seal

$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	2025-06-25
MD	RA	APPROVED	2017-09-25
TX	RA	APPROVED	2017-09-25

Branch Locations

1100-1800 American Blvd Global Human Resources- The Academy, Pennington, NJ 08534 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	06/2017	Present
Tpc Louisiana	Avondale	LA	05/2017	06/2017
Saint Johns University	Collegeville	MN	08/2016	05/2017
Saint Johns University	Collegeville	MN	02/2017	05/2017
Saint Johns University	Collegeville	MN	02/2017	05/2017
Bank Of America, N.A.	Hunt Valley	MD	09/2017	Present

06/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
05/2017 → 06/2017

Tpc Louisiana

Avondale, LA
08/2016 → 05/2017

Saint Johns University

Collegeville, MN
02/2017 → 05/2017

Saint Johns University

Collegeville, MN
02/2017 → 05/2017

Saint Johns University

Collegeville, MN
09/2017 → Present

Bank Of America, N.A.

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-22