Alexis M Wilson

$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
CA	RA	APPROVED	2020-11-08
TX	RA	APPROVED	2019-03-18
CT	RA	APPROVED	2018-12-21

Branch Locations

Los Angeles, CA • United States

333 S Hope St, Los Angeles, CA 90071 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	05/2016	Present
Wag	New York	NY	03/2017	03/2018
Reiss	New York	NY	09/2014	09/2016
Pace University	New York	NY	09/2013	05/2017
Pace University	New York	NY	01/2017	05/2017

05/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
03/2017 → 03/2018

Wag

New York, NY
09/2014 → 09/2016

Reiss

New York, NY
09/2013 → 05/2017

Pace University

New York, NY
01/2017 → 05/2017

Pace University

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-20

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