Francesco Alberto Candelino

$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	2022-01-27
CT	RA	APPROVED	2021-11-18

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cambridge	MA	03/2020	Present
Northwestern Mutual	Providence	RI	12/2018	04/2019
Macy's	Peabody	MA	06/2015	08/2017
St. Anthony's Club & Fisherman's Club	Boston	MA	07/2016	09/2019
Salve Regina University	Newport	RI	09/2016	07/2019
Unemployed	Medford	MA	05/2019	03/2020
St. Clare's University, Oxford	Oxford		05/2019	08/2019
Bank Of America, N.A.	Cambridge	MA	09/2021	Present

03/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cambridge, MA
12/2018 → 04/2019

Northwestern Mutual

Providence, RI
06/2015 → 08/2017

Macy's

Peabody, MA
07/2016 → 09/2019

St. Anthony's Club & Fisherman's Club

Boston, MA
09/2016 → 07/2019

Salve Regina University

Newport, RI
05/2019 → 03/2020

Unemployed

Medford, MA
05/2019 → 08/2019

St. Clare's University, Oxford

Oxford
09/2021 → Present

Bank Of America, N.A.

Cambridge, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-17

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