Joanna Stout

$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	2021-11-16
MD	RA	APPROVED	2021-11-08

Branch Locations

11333 Mccormick Rd, Hunt Valley, MD 21031 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	04/2020	Present
L'OCcitane En Provence	Tysons Corner	VA	03/2016	10/2017
L'OCcitane En Provence	Richmond	VA	10/2017	08/2019
L'OCcitane En Provence	Towson	MD	08/2019	10/2019
L'OCcitane En Provence	Columbia	MD	10/2019	02/2020
Transact Capital Partners Llc	Glen Allen	VA	11/2018	07/2019
Unemployed	York	PA	02/2020	04/2020
Bank Of America, N.A.	Hunt Valley	MD	09/2025	Present

04/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
03/2016 → 10/2017

L'OCcitane En Provence

Tysons Corner, VA
10/2017 → 08/2019

L'OCcitane En Provence

Richmond, VA
08/2019 → 10/2019

L'OCcitane En Provence

Towson, MD
10/2019 → 02/2020

L'OCcitane En Provence

Columbia, MD
11/2018 → 07/2019

Transact Capital Partners Llc

Glen Allen, VA
02/2020 → 04/2020

Unemployed

York, PA
09/2025 → Present

Bank Of America, N.A.

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-05