Isabella Marie Georgopoulos

$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
NY	RA	APPROVED	2022-09-01
TX	RA	APPROVED	2022-08-24

Branch Locations

1325 Franklin Ave, Garden City, NY 11530 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Garden City	NY	10/2018	Present
Pace University	New York	NY	09/2013	05/2019
Pace University	New York	NY	02/2017	02/2019
Schneider Buchel Llp	Garden City	NY	07/2017	09/2017

10/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY
09/2013 → 05/2019

Pace University

New York, NY
02/2017 → 02/2019

Pace University

New York, NY
07/2017 → 09/2017

Schneider Buchel Llp

Garden City, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-24