Allison Stolicker

$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	2021-12-08
MI	RA	APPROVED	2021-12-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	05/2018	Present
Shephard Enterprise	Wayland	MI	06/2015	09/2017
All-Phase Grand Rapids	Grand Rapids	MI	05/2016	12/2017
Northwood University	Midland	MI	08/2014	05/2018

05/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
06/2015 → 09/2017

Shephard Enterprise

Wayland, MI
05/2016 → 12/2017

All-Phase Grand Rapids

Grand Rapids, MI
08/2014 → 05/2018

Northwood University

Midland, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-04

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