Blake Richard Winick

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-01-09
NY	RA	APPROVED	2023-03-17
TX	RA	APPROVED	2023-03-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	09/2019	06/2022
Hofstra University	Hempstead	NY	09/2014	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Garden City	NY	10/2018	05/2019
Unemployed	Brooklyn	NY	06/2019	09/2019
Sabre Real Estate	Garden City	NY	06/2018	08/2018
Ivy Inc.	New York	NY	06/2017	08/2017
Lifetime Athletic	Garden City	NY	09/2017	12/2017
First Republic Securities Company, Llc	New York	NY	06/2022	03/2023
First Republic Investment Management, Inc.	New York	NY	06/2022	03/2023
Morgan Stanley Smith Barney Llc	New York	NY	03/2023	Present

09/2019 → 06/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2014 → 05/2019

Hofstra University

Hempstead, NY
10/2018 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY
06/2019 → 09/2019

Unemployed

Brooklyn, NY
06/2018 → 08/2018

Sabre Real Estate

Garden City, NY
06/2017 → 08/2017

Ivy Inc.

New York, NY
09/2017 → 12/2017

Lifetime Athletic

Garden City, NY
06/2022 → 03/2023

First Republic Securities Company, Llc

New York, NY
06/2022 → 03/2023

First Republic Investment Management, Inc.

New York, NY
03/2023 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-18

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