Deshawn Millien

$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
NY	RA	APPROVED	2023-03-03
TX	RA	APPROVED	2023-03-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2020	Present
Office Furniture Heaven	New York	NY	09/2019	03/2020
Abbott Capital Management	New York	NY	06/2019	08/2019
Chase Bank	Jackson Heights	NY	09/2017	06/2019
Pandora	Elmhurst	NY	06/2017	06/2018
Baruch College	New York	NY	08/2015	12/2020

03/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2019 → 03/2020

Office Furniture Heaven

New York, NY
06/2019 → 08/2019

Abbott Capital Management

New York, NY
09/2017 → 06/2019

Chase Bank

Jackson Heights, NY
06/2017 → 06/2018

Pandora

Elmhurst, NY
08/2015 → 12/2020

Baruch College

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-17