Justin Weissman

$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	2022-03-08
NY	RA	APPROVED	2022-02-15

Branch Locations

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

Organization	City	State	From	To
Nbc Sports	Stamford	CT	06/2018	08/2018
Fieldpoint Private	Greenwich	CT	07/2019	08/2019
Curiositystream	Silver Spring	MD	06/2019	07/2019
Equinox Care	London		09/2018	12/2018
Franklin And Marshall College	Lancaster	PA	08/2016	05/2020
Equitable Advisors, Llc	New York	NY	05/2021	12/2021
Unemployed	Mount Kisco	NY	06/2020	04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	02/2022	Present
Bank Of America, N.A.	New York	NY	02/2022	Present

06/2018 → 08/2018

Nbc Sports

Stamford, CT
07/2019 → 08/2019

Fieldpoint Private

Greenwich, CT
06/2019 → 07/2019

Curiositystream

Silver Spring, MD
09/2018 → 12/2018

Equinox Care

London
08/2016 → 05/2020

Franklin And Marshall College

Lancaster, PA
05/2021 → 12/2021

Equitable Advisors, Llc

New York, NY
06/2020 → 04/2021

Unemployed

Mount Kisco, NY
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
02/2022 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-16