Sanjay Britto

$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
CA	RA	APPROVED	2022-12-07
TX	RA	APPROVED	2022-11-08
NY	RA	APPROVED	2022-11-04

Branch Locations

520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2017	05/2018
True Toniqs	Beverly Hills	CA	10/2016	04/2017
Unemployed	Beverly Hills	CA	05/2017	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	06/2018	08/2020
Bank Of America, N.A.	Los Angeles	CA	06/2018	08/2020
Merrill Lynch	San Francisco	CA	08/2020	06/2022
Goldman Sachs	New York	NY	08/2022	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2022	Present
Mza Events Inc	Los Angeles	CA	10/2019	10/2019

06/2017 → 05/2018

Edward Jones

St Louis, MO
10/2016 → 04/2017

True Toniqs

Beverly Hills, CA
05/2017 → 05/2017

Unemployed

Beverly Hills, CA
06/2018 → 08/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
06/2018 → 08/2020

Bank Of America, N.A.

Los Angeles, CA
08/2020 → 06/2022

Merrill Lynch

San Francisco, CA
08/2022 → 10/2022

Goldman Sachs

New York, NY
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2019 → 10/2019

Mza Events Inc

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-11

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