Gabrielle Opiekun

$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
CT	RA	APPROVED	2023-01-04
TX	RA	APPROVED	2021-10-06
RI	RA	APPROVED	2021-09-03

Branch Locations

Uxbridge, MA • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sutton	MA	05/2020	Present
Cinema World	Lincoln	RI	06/2016	08/2017
Cvs Health	Cumberland	RI	08/2017	08/2018
Rhode Island College	Providence	RI	08/2018	05/2020
Amego Inc	Norton	MA	02/2019	09/2019
Tempus Unlimited	Stoughton	MA	06/2017	09/2017
University Of Rhode Island	Cumberland	RI	05/2017	12/2017
University Of Kansas Dining	Lawrence	KS	01/2017	05/2017
University Of Kansas	Lawrence	KS	08/2016	05/2017
Rhode Island College	Lincoln	RI	01/2018	05/2020
Bank Of America, N.A.	Sutton	MA	12/2022	Present

05/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sutton, MA
06/2016 → 08/2017

Cinema World

Lincoln, RI
08/2017 → 08/2018

Cvs Health

Cumberland, RI
08/2018 → 05/2020

Rhode Island College

Providence, RI
02/2019 → 09/2019

Amego Inc

Norton, MA
06/2017 → 09/2017

Tempus Unlimited

Stoughton, MA
05/2017 → 12/2017

University Of Rhode Island

Cumberland, RI
01/2017 → 05/2017

University Of Kansas Dining

Lawrence, KS
08/2016 → 05/2017

University Of Kansas

Lawrence, KS
01/2018 → 05/2020

Rhode Island College

Lincoln, RI
12/2022 → Present

Bank Of America, N.A.

Sutton, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-02