Yosan Siele

$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	2023-09-28
TX	RA	APPROVED	2023-01-23
CT	RA	APPROVED	2022-12-07

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	07/2022	Present
Rutgers University - New Brunswick	New Brunswick	NJ	09/2019	05/2022
Rutgers University - New Brunswick	New Brunswick	NJ	01/2020	05/2022
Dashen Ethiopian Restaurant	New Brunswick	NJ	09/2018	09/2019
Oshkosh B'GOsh	Flemington	NJ	09/2016	02/2019
Rutgers University - New Brunswick	New Brunswick	NJ	09/2018	05/2022
Real Soft Inc.	Branchburg	NJ	05/2020	08/2020
Bank Of America	Pennington	NJ	06/2021	08/2021
Hunterdon Central Regional High School	Flemington	NJ	09/2014	06/2018
Bank Of America, N.A.	Dorchester	MA	10/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
09/2019 → 05/2022

Rutgers University - New Brunswick

New Brunswick, NJ
01/2020 → 05/2022

Rutgers University - New Brunswick

New Brunswick, NJ
09/2018 → 09/2019

Dashen Ethiopian Restaurant

New Brunswick, NJ
09/2016 → 02/2019

Oshkosh B'GOsh

Flemington, NJ
09/2018 → 05/2022

Rutgers University - New Brunswick

New Brunswick, NJ
05/2020 → 08/2020

Real Soft Inc.

Branchburg, NJ
06/2021 → 08/2021

Bank Of America

Pennington, NJ
09/2014 → 06/2018

Hunterdon Central Regional High School

Flemington, NJ
10/2022 → Present

Bank Of America, N.A.

Dorchester, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-21