Tristan Williamson

$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	2023-07-28
TX	RA	APPROVED	2023-07-28

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	Boston	MA	06/2021	Present
Hingham Highschool	Hingham	MA	09/2015	06/2019
University Of Massachusetts Boston	Dorchester	MA	09/2019	01/2023
Crow Point Pizzeria	Hingham	MA	03/2015	05/2022

06/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
09/2015 → 06/2019

Hingham Highschool

Hingham, MA
09/2019 → 01/2023

University Of Massachusetts Boston

Dorchester, MA
03/2015 → 05/2022

Crow Point Pizzeria

Hingham, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-27

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