Sarah Mudd

$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	2024-11-13

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	11/2023	09/2024
Unemployed	San Mateo	CA	06/2022	10/2023
Georgetown University	Washington	DC	09/2019	05/2022
Miami Dolphins	Miami	FL	01/2020	12/2020
Unemployed	New York	NY	06/2019	01/2020
Phaidon International	New York	NY	04/2018	06/2019
Unemployed	Greenwich	CT	12/2017	04/2018
Ucla	Los Angeles	CA	09/2013	12/2017
Morgan Stanley	Mclean	VA	06/2016	09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	10/2024	Present
University Of California Los Angeles	Los Angeles	CA	09/2013	12/2017
Bank Of America, N.A.	San Francisco	CA	11/2024	Present

11/2023 → 09/2024

Equitable Advisors, Llc

New York, NY
06/2022 → 10/2023

Unemployed

San Mateo, CA
09/2019 → 05/2022

Georgetown University

Washington, DC
01/2020 → 12/2020

Miami Dolphins

Miami, FL
06/2019 → 01/2020

Unemployed

New York, NY
04/2018 → 06/2019

Phaidon International

New York, NY
12/2017 → 04/2018

Unemployed

Greenwich, CT
09/2013 → 12/2017

Ucla

Los Angeles, CA
06/2016 → 09/2016

Morgan Stanley

Mclean, VA
10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
09/2013 → 12/2017

University Of California Los Angeles

Los Angeles, CA
11/2024 → Present

Bank Of America, N.A.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-08

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