Faiez Ahmed

$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
TX	RA	APPROVED	2024-02-14
NY	RA	APPROVED	2022-12-15

Branch Locations

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

Organization	City	State	From	To
Cornell University	Ithaca	NY	09/2013	05/2017
Unemployed	New York	NY	06/2017	11/2017
Alliancebernstein	New York	NY	12/2017	04/2018
Morgan Stanley	New York	NY	04/2018	01/2021
Baker Tilly Capital, Llc	New York	NY	02/2021	12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	12/2022	Present
Bank Of America N.A.	New York	NY	01/2023	Present

09/2013 → 05/2017

Cornell University

Ithaca, NY
06/2017 → 11/2017

Unemployed

New York, NY
12/2017 → 04/2018

Alliancebernstein

New York, NY
04/2018 → 01/2021

Morgan Stanley

New York, NY
02/2021 → 12/2022

Baker Tilly Capital, Llc

New York, NY
12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2023 → Present

Bank Of America N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-21

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