Amy Durel

$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	2018-10-22
FL	RA	APPROVED	2018-10-16

Branch Locations

Jacksonville Beach, FL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2018	Present
University Of North Florida	Jacksonville	FL	08/2014	04/2018
Unemployed	Wellington		06/2018	07/2018
Duval Realty Of Jax	Jacksonville	FL	07/2017	05/2018
Splash Jax Swim School	Jacksonville	FL	05/2017	08/2017
Brevard County Fire Department	Cocoa Beach	FL	04/2016	11/2016
Brevard County Fire Department	Cocoa Beach	FL	03/2017	11/2017
Bank Of America, N.A	Jacksonville	FL	01/2020	Present

07/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
08/2014 → 04/2018

University Of North Florida

Jacksonville, FL
06/2018 → 07/2018

Unemployed

Wellington
07/2017 → 05/2018

Duval Realty Of Jax

Jacksonville, FL
05/2017 → 08/2017

Splash Jax Swim School

Jacksonville, FL
04/2016 → 11/2016

Brevard County Fire Department

Cocoa Beach, FL
03/2017 → 11/2017

Brevard County Fire Department

Cocoa Beach, FL
01/2020 → Present

Bank Of America, N.A

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-06

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