Deborah Joy Koutnik

$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_RES	2021-10-18
FL	RA	APPROVED	2019-10-03

Branch Locations

Jacksonville, FL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	01/2019	Present
Mayo Clinic Florida	Jacksonville	FL	08/2018	12/2018
University Of North Florida	Jacksonville	FL	08/2016	12/2018
Bogey Grille	Ponte Vedra Beach	FL	06/2004	12/2017
Florida State College Of Jacksonville	Jacksonville	FL	08/2012	08/2017
Bank Of America, N.A.	Jacksonville	FL	04/2020	Present

01/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
08/2018 → 12/2018

Mayo Clinic Florida

Jacksonville, FL
08/2016 → 12/2018

University Of North Florida

Jacksonville, FL
06/2004 → 12/2017

Bogey Grille

Ponte Vedra Beach, FL
08/2012 → 08/2017

Florida State College Of Jacksonville

Jacksonville, FL
04/2020 → Present

Bank Of America, N.A.

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-01

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