Zachary Adam Little

$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	2019-04-01
NJ	RA	APPROVED	2019-03-11

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chester	NJ	12/2018	Present
Bank Of America, N.A.	Chester	NJ	12/2018	Present
Metalfab Material Handling Systems, Llc.	Vernon	NJ	02/2017	12/2018
Birdienow, Inc.	North Bergen	NJ	08/2016	02/2017
Rutgers Business School - New Brunswick	Piscataway	NJ	09/2012	10/2016

12/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chester, NJ
12/2018 → Present

Bank Of America, N.A.

Chester, NJ
02/2017 → 12/2018

Metalfab Material Handling Systems, Llc.

Vernon, NJ
08/2016 → 02/2017

Birdienow, Inc.

North Bergen, NJ
09/2012 → 10/2016

Rutgers Business School - New Brunswick

Piscataway, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-06

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