William Andrew Edelmann

$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	2024-08-20
CO	RA	APPROVED	2024-06-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Centennial	CO	04/2024	Present
Ping Identity	Denver	CO	01/2022	11/2023
Studio L	Barcelona		07/2021	07/2021
Unemployed	Denver	CO	11/2023	04/2024
Unemployed	Denver	CO	08/2021	01/2022
Veritas Real Estate	Boulder	CO	06/2020	08/2020
Unemployed	Denver	CO	09/2020	07/2021
Merrill Lynch	Denver	CO	06/2018	08/2018
Unemployed	Denver	CO	09/2018	06/2020
C2 Investments Inc.	Denver	CO	06/2017	08/2017
Unemployed	Denver	CO	09/2017	05/2018
Anthonys Pizza And Pasta	Denver	CO	04/2016	12/2016
Unemployed	Denver	CO	01/2017	05/2017
Bank Of America, N.A	Centennial	CO	06/2024	Present

04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Centennial, CO
01/2022 → 11/2023

Ping Identity

Denver, CO
07/2021 → 07/2021

Studio L

Barcelona
11/2023 → 04/2024

Unemployed

Denver, CO
08/2021 → 01/2022

Unemployed

Denver, CO
06/2020 → 08/2020

Veritas Real Estate

Boulder, CO
09/2020 → 07/2021

Unemployed

Denver, CO
06/2018 → 08/2018

Merrill Lynch

Denver, CO
09/2018 → 06/2020

Unemployed

Denver, CO
06/2017 → 08/2017

C2 Investments Inc.

Denver, CO
09/2017 → 05/2018

Unemployed

Denver, CO
04/2016 → 12/2016

Anthonys Pizza And Pasta

Denver, CO
01/2017 → 05/2017

Unemployed

Denver, CO
06/2024 → Present

Bank Of America, N.A

Centennial, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-16