Andre Ceguerra Zabala

$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	2023-04-14
NY	RA	APPROVED	2023-03-24

Branch Locations

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

Organization	City	State	From	To
Nylife Securities Llc	Lake Success	NY	06/2020	11/2022
New York Life Insurance Co	Lake Success	NY	11/2018	11/2022
Psch Dba Welllife Network	Flushing	NY	02/2016	11/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2022	Present
Bank Of America, N.A.	New York	NY	01/2023	Present

06/2020 → 11/2022

Nylife Securities Llc

Lake Success, NY
11/2018 → 11/2022

New York Life Insurance Co

Lake Success, NY
02/2016 → 11/2018

Psch Dba Welllife Network

Flushing, NY
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2023 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-21
S63	Uniform Securities Agent State Law Examination	2021-11-21

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