Grace Arecchi

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

499 Washington Blvd, Jersey City, NJ 07310-1995 • United States

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

Organization	City	State	From	To
Td Ameritrade	Short Hills	NJ	06/2016	04/2020
Original Pancake House	West Caldwell	NJ	08/2014	06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bridgewater	NJ	04/2020	05/2021
Leggett & Sand Bar	Manasquan	NJ	05/2018	09/2018
Fidelity Brokerage Services Llc	New York	NY	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 04/2020

Td Ameritrade

Short Hills, NJ
08/2014 → 06/2017

Original Pancake House

West Caldwell, NJ
04/2020 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bridgewater, NJ
05/2018 → 09/2018

Leggett & Sand Bar

Manasquan, NJ
06/2021 → Present

Fidelity Brokerage Services Llc

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

2021-08-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY
2020-04-15 → 2021-05-25

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bridgewater, NJ
2016-11-14 → 2020-04-21

Td Ameritrade, Inc.

Short Hills, NJ

Paramus, NJ

Short Hills, NJ
2016-11-15 → 2020-04-21

Td Ameritrade Investment Management, Llc

Paramus, NJ

Short Hills, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-10