Sydney Leigh Grohe

$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
VA	RA	APPROVED	2025-06-16
TX	RA	APPROVED	2019-03-18
MD	RA	APPROVED	2018-10-08

Branch Locations

7501 Wisconsin Ave Ci Client Services, Bethesda, MD 20814 • United States

1114 Ave Of The Americas, 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	Hunt Valley	MD	07/2018	Present
A Journey From Junk	Ellicott City	MD	09/2013	12/2017
Burley Oak Brewing Company	Berlin	MD	06/2017	09/2017
Gorfine, Schiller, & Gardyn, P.A.	Owings Mills	MD	01/2018	05/2018
Towson University	Towson	MD	08/2014	05/2018

07/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2013 → 12/2017

A Journey From Junk

Ellicott City, MD
06/2017 → 09/2017

Burley Oak Brewing Company

Berlin, MD
01/2018 → 05/2018

Gorfine, Schiller, & Gardyn, P.A.

Owings Mills, MD
08/2014 → 05/2018

Towson University

Towson, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-05