Francesca Rae Deem

$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	2022-03-29
FL	RA	APPROVED	2022-03-10

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra Beach	FL	01/2020	Present
Publix Super Markets	Jacksonville	FL	03/2015	11/2016
University Of Central Florida	Orlando	FL	05/2016	12/2019
Thomson Tyndall Wealth Management	London		06/2018	08/2018
Bank Of America, N.A.	Ponte Vedra Beach	FL	10/2025	Present

01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL
03/2015 → 11/2016

Publix Super Markets

Jacksonville, FL
05/2016 → 12/2019

University Of Central Florida

Orlando, FL
06/2018 → 08/2018

Thomson Tyndall Wealth Management

London
10/2025 → Present

Bank Of America, N.A.

Ponte Vedra Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-08
S63	Uniform Securities Agent State Law Examination	2020-11-24