Erik Howard Bogan

$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
TX	RA	APPROVED_RES	2023-01-31
NY	RA	APPROVED	2022-09-06
NJ	RA	APPROVED	2018-03-26

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Toms River	NJ	12/2017	Present
Lillu Inc.	Brielle	NJ	06/2010	11/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2016	08/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2017	08/2017
The College Of New Jersey	Ewing	NJ	08/2015	12/2017
Bank Of America, N.A.	Toms River	NJ	05/2018	Present

12/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Toms River, NJ
06/2010 → 11/2017

Lillu Inc.

Brielle, NJ
06/2016 → 08/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2017 → 08/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2015 → 12/2017

The College Of New Jersey

Ewing, NJ
05/2018 → Present

Bank Of America, N.A.

Toms River, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-20