Yomaris A Pichardo Gonzalez

$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	2022-08-15
DC	RA	APPROVED	2021-12-17
MD	RA	APPROVED	2021-11-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	07/2021	Present
Bank Of America	Mount Airy	MD	02/2018	Present
Rockville Eye Center	Rockville	MD	09/2016	02/2018
Montgomery College	Rockville	MD	08/2016	12/2018
University Of Maryland	College Park	MD	08/2019	05/2021
Bank Of America	Germantown	MD	06/2020	08/2020
Bank Of America, N.A.	Washington	DC	11/2021	Present

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
02/2018 → Present

Bank Of America

Mount Airy, MD
09/2016 → 02/2018

Rockville Eye Center

Rockville, MD
08/2016 → 12/2018

Montgomery College

Rockville, MD
08/2019 → 05/2021

University Of Maryland

College Park, MD
06/2020 → 08/2020

Bank Of America

Germantown, MD
11/2021 → Present

Bank Of America, N.A.

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08

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