Brittany Priya Toolsie

$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	2026-06-08

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	05/2026	Present
Suntrust Bank	Tampa	FL	09/2015	02/2022
Suntrust Investment Services, Inc.	Atlanta	GA	09/2015	03/2019
Suntrust Advisory Services	Atlanta	GA	09/2016	09/2023
Suntrust Investment Services, Inc.	Atlanta	GA	03/2019	09/2023
Lpl Financial Llc	Tampa	FL	11/2023	04/2026
Seacoast Bank	Tampa	FL	11/2023	04/2026

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
09/2015 → 02/2022

Suntrust Bank

Tampa, FL
09/2015 → 03/2019

Suntrust Investment Services, Inc.

Atlanta, GA
09/2016 → 09/2023

Suntrust Advisory Services

Atlanta, GA
03/2019 → 09/2023

Suntrust Investment Services, Inc.

Atlanta, GA
11/2023 → 04/2026

Lpl Financial Llc

Tampa, FL
11/2023 → 04/2026

Seacoast Bank

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-22