Daniel Devaraju

$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	2025-01-02
NC	RA	APPROVED	2024-12-11

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2021	Present
First Bank Of The Lake	Osage Beach	MO	01/2021	06/2021
Katch	Woodside	CA	09/2020	12/2020
Stoop	New York	NY	08/2020	12/2020
Wct Brookfield	Brookfield	CT	08/2019	08/2020
'BRookfield Highschool	Brookfield	CT	05/2014	07/2019
'UNiversity Of North Carolina At Charlotte	Charlotte	NC	08/2020	12/2023

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
01/2021 → 06/2021

First Bank Of The Lake

Osage Beach, MO
09/2020 → 12/2020

Katch

Woodside, CA
08/2020 → 12/2020

Stoop

New York, NY
08/2019 → 08/2020

Wct Brookfield

Brookfield, CT
05/2014 → 07/2019

'BRookfield Highschool

Brookfield, CT
08/2020 → 12/2023

'UNiversity Of North Carolina At Charlotte

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-10

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