John Andrew Halliday

$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	2021-04-19
CT	RA	APPROVED	2019-04-09
TX	RA	APPROVED	2019-04-08

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2018	Present
Bard College	Annandale-On-Hudson	NY	09/2015	05/2018
Ense Inc	New York	NY	06/2016	09/2016
Lots Lab Foundation Limited	Singapore		05/2018	08/2018
Bard College Learning Commons	Annandale-On-Hudson	NY	09/2016	05/2018
Bank Of America, N.A.	New York	NY	03/2019	Present

08/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2015 → 05/2018

Bard College

Annandale-On-Hudson, NY
06/2016 → 09/2016

Ense Inc

New York, NY
05/2018 → 08/2018

Lots Lab Foundation Limited

Singapore
09/2016 → 05/2018

Bard College Learning Commons

Annandale-On-Hudson, NY
03/2019 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-02

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