Bryce Moritz

$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	2022-05-16
NC	RA	APPROVED	2022-03-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Clayton	NC	11/2021	Present
Bank Of America N.A.	Clayton	NC	11/2021	Present
Clemson University	Clemson	SC	08/2018	04/2021
Saint Marys College Of Maryland	St Marys City	MD	08/2017	05/2018
Hereford High School	Hereford	MD	08/2013	08/2017
Bank Of America N.A.	Hunt Valley	MD	06/2019	08/2019
Unemployed	Raleigh	NC	05/2021	10/2021

11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clayton, NC
11/2021 → Present

Bank Of America N.A.

Clayton, NC
08/2018 → 04/2021

Clemson University

Clemson, SC
08/2017 → 05/2018

Saint Marys College Of Maryland

St Marys City, MD
08/2013 → 08/2017

Hereford High School

Hereford, MD
06/2019 → 08/2019

Bank Of America N.A.

Hunt Valley, MD
05/2021 → 10/2021

Unemployed

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-14

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