Kyle Matthew Randazzo

$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
NY	RA	APPROVED	2024-07-18
NJ	RA	APPROVED	2023-02-27
TX	RA	APPROVED	2023-02-26

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	09/2022	Present
Unemployed	Pennington	NJ	09/2022	09/2022
Surf City Beach Patrol	Surf City	NJ	08/2022	09/2022
Unemployed	Pennington	NJ	05/2022	08/2022
Rutgers University	New Brunswick	NJ	09/2018	05/2022
The Boatyard	Manahawkin	NJ	05/2021	08/2021
Northwestern Mutual	Princeton	NJ	09/2020	10/2020
Panera Bread	Ewing	NJ	05/2019	07/2019
Unemployed	Pennington	NJ	06/2018	08/2018
Hopewell Valley Central High School	Pennington	NJ	09/2014	06/2018
Schafer's Sports Center	Ewing	NJ	06/2017	11/2017

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2022 → 09/2022

Unemployed

Pennington, NJ
08/2022 → 09/2022

Surf City Beach Patrol

Surf City, NJ
05/2022 → 08/2022

Unemployed

Pennington, NJ
09/2018 → 05/2022

Rutgers University

New Brunswick, NJ
05/2021 → 08/2021

The Boatyard

Manahawkin, NJ
09/2020 → 10/2020

Northwestern Mutual

Princeton, NJ
05/2019 → 07/2019

Panera Bread

Ewing, NJ
06/2018 → 08/2018

Unemployed

Pennington, NJ
09/2014 → 06/2018

Hopewell Valley Central High School

Pennington, NJ
06/2017 → 11/2017

Schafer's Sports Center

Ewing, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-17