Alec Schreiber

$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_RES	2024-03-20
OH	RA	APPROVED	2019-06-23

Branch Locations

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

Organization	City	State	From	To
Securities America Inc./Jk Investments Group	Independence	OH	12/2018	03/2019
Securities America, Inc.	Independence	OH	03/2019	04/2019
Keybank	Cleveland	OH	05/2018	08/2018
Ohio University	Athens	OH	08/2015	05/2019
Irg Reality Advisors	Richfield	OH	05/2017	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Akron	OH	05/2019	Present
Bank Of America, N.A.	Akron	OH	06/2019	Present

12/2018 → 03/2019

Securities America Inc./Jk Investments Group

Independence, OH
03/2019 → 04/2019

Securities America, Inc.

Independence, OH
05/2018 → 08/2018

Keybank

Cleveland, OH
08/2015 → 05/2019

Ohio University

Athens, OH
05/2017 → 08/2017

Irg Reality Advisors

Richfield, OH
05/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Akron, OH
06/2019 → Present

Bank Of America, N.A.

Akron, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-20

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