Jillian M Maguffin

$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	2023-12-05
TX	RA	APPROVED	2022-01-28
CT	RA	APPROVED	2022-01-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	05/2021	Present
Viacomcbs	New York	NY	06/2020	09/2020
Fox News	New York	NY	06/2019	08/2019
Con Edison	New York	NY	05/2018	08/2018
University Of South Carolina	Columbia	SC	08/2017	05/2021
Briarcliff High School	Briarcliff Manor	NY	09/2013	06/2017
Boston Children's Health	Tarrytown	NY	06/2017	06/2017
Bank Of America, N.A.	Boston	MA	03/2025	Present

05/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
06/2020 → 09/2020

Viacomcbs

New York, NY
06/2019 → 08/2019

Fox News

New York, NY
05/2018 → 08/2018

Con Edison

New York, NY
08/2017 → 05/2021

University Of South Carolina

Columbia, SC
09/2013 → 06/2017

Briarcliff High School

Briarcliff Manor, NY
06/2017 → 06/2017

Boston Children's Health

Tarrytown, NY
03/2025 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-22

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