David Menaged

$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	2020-08-19
FL	RA	APPROVED	2020-07-07

Branch Locations

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

Organization	City	State	From	To
Massmutual Life Insurance	Fort Lauderdale	FL	01/2018	01/2020
Mml Investors Services, Llc	Fort Lauderdale	FL	02/2019	01/2020
University Of Central Florida (Ucf)	Orlando	FL	05/2013	12/2017
Engler Engineering	Hialeah	FL	10/2014	12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	04/2020	Present
Aimark	Orlando	FL	02/2020	03/2020
Bank Of America N.A.	Orlando	FL	06/2020	Present

01/2018 → 01/2020

Massmutual Life Insurance

Fort Lauderdale, FL
02/2019 → 01/2020

Mml Investors Services, Llc

Fort Lauderdale, FL
05/2013 → 12/2017

University Of Central Florida (Ucf)

Orlando, FL
10/2014 → 12/2017

Engler Engineering

Hialeah, FL
04/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
02/2020 → 03/2020

Aimark

Orlando, FL
06/2020 → Present

Bank Of America N.A.

Orlando, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-02