Sydney Collins

$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
NJ	RA	APPROVED	2025-04-04
TX	RA	APPROVED	2024-04-12
NY	RA	APPROVED	2023-03-10

Branch Locations

Montclair, NJ • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2021	Present
Paramus Catholic High School	Paramus	NJ	06/2013	06/2017
Acme Supermarket	Allendale	NJ	05/2017	08/2017
Fordham University	New York	NY	08/2017	06/2020
Bank Of America Merrill Lynch	New York	NY	06/2020	08/2020
Fordham University	New York	NY	09/2020	07/2021

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2013 → 06/2017

Paramus Catholic High School

Paramus, NJ
05/2017 → 08/2017

Acme Supermarket

Allendale, NJ
08/2017 → 06/2020

Fordham University

New York, NY
06/2020 → 08/2020

Bank Of America Merrill Lynch

New York, NY
09/2020 → 07/2021

Fordham University

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-04