Emily Nathalia Chong

$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	2021-10-11

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	Dix Hills	NY	07/2021	Present
Half Hollow Hills High School West	Dix Hills	NY	06/2013	06/2017
Vassar College	Poughkeepsie	NY	06/2017	06/2021
Vassar College	Poughkeesie	NY	08/2019	06/2021
Bank Of America	Dix Hills	NY	06/2020	08/2020
Mr. Todd's Gymnastics	Poughkeepsie	NY	10/2017	03/2020

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dix Hills, NY
06/2013 → 06/2017

Half Hollow Hills High School West

Dix Hills, NY
06/2017 → 06/2021

Vassar College

Poughkeepsie, NY
08/2019 → 06/2021

Vassar College

Poughkeesie, NY
06/2020 → 08/2020

Bank Of America

Dix Hills, NY
10/2017 → 03/2020

Mr. Todd's Gymnastics

Poughkeepsie, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-09

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