Emily Wingfield

$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
NJ	RA	APPROVED	2019-09-27

Branch Locations

100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dover	NJ	06/2019	Present
Bank Of America, N.A.	Dover	NJ	06/2019	Present
Tgi Friday's	Mount Laurel	NJ	10/2018	05/2019
Tgi Friday's	Mount Laurel	NJ	12/2014	06/2018
J&J Snack Foods	Pennsauken	NJ	11/2017	05/2018
Unemployed	Lumberton	NJ	05/2019	06/2019
Unemployed	Lumberton	NJ	06/2018	10/2018

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dover, NJ
06/2019 → Present

Bank Of America, N.A.

Dover, NJ
10/2018 → 05/2019

Tgi Friday's

Mount Laurel, NJ
12/2014 → 06/2018

Tgi Friday's

Mount Laurel, NJ
11/2017 → 05/2018

J&J Snack Foods

Pennsauken, NJ
05/2019 → 06/2019

Unemployed

Lumberton, NJ
06/2018 → 10/2018

Unemployed

Lumberton, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-24