Anthony Defalco

$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	2024-07-05
NY	RA	APPROVED	2023-09-23

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2021	Present
Unemployed	Na	PA	01/2012	11/2020
Vensure Employer Services	Bala Cynwyd	PA	12/2020	02/2021
Penn State University	University Park	PA	05/2016	05/2020
Unemployed	Bala Cynwyd	PA	03/2021	08/2021
Robert Defalco Realty	Colts Neck	NJ	03/2018	Present
Bank Of America N.A.	New York	NY	05/2024	Present

08/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2012 → 11/2020

Unemployed

Na, PA
12/2020 → 02/2021

Vensure Employer Services

Bala Cynwyd, PA
05/2016 → 05/2020

Penn State University

University Park, PA
03/2021 → 08/2021

Unemployed

Bala Cynwyd, PA
03/2018 → Present

Robert Defalco Realty

Colts Neck, NJ
05/2024 → Present

Bank Of America N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-22

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