Jefferson W Sinchi

$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	2026-03-26
NJ	RA	APPROVED	2026-03-19

Branch Locations

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

Organization	City	State	From	To
Santander Bank, Na	Boston	MA	06/2018	11/2025
Santander Securities, Llc	Dorchester	MA	06/2018	11/2025
Wireless Depot	North Bergen	NJ	05/2016	11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Union City	NJ	11/2025	Present
Abc Phones Of North Carolina	North Bergen	NJ	11/2016	05/2018
Saint Peter&Apos;S University	Jersey City	NJ	08/2014	05/2018
Bank Of America, N.A.	Union City	NJ	01/2026	Present

06/2018 → 11/2025

Santander Bank, Na

Boston, MA
06/2018 → 11/2025

Santander Securities, Llc

Dorchester, MA
05/2016 → 11/2016

Wireless Depot

North Bergen, NJ
11/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Union City, NJ
11/2016 → 05/2018

Abc Phones Of North Carolina

North Bergen, NJ
08/2014 → 05/2018

Saint Peter&Apos;S University

Jersey City, NJ
01/2026 → Present

Bank Of America, N.A.

Union City, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-18
S63	Uniform Securities Agent State Law Examination	2018-08-29

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