Steven Garth Selsky

$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	2022-02-02
CA	RA	APPROVED	2019-09-18

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Phoenix	AZ	06/2019	Present
Cincinnati Reds	Cincinnati Ohio	OH	07/2011	01/2017
Boston Red Sox	Boston	MA	03/2017	03/2018
Cincinnati Reds	Cincinnati	OH	02/2018	09/2018
Universtiy Of Arizona	Tucson	AZ	09/2018	05/2019
Mexicali De Aguilas	Mexicali		08/2018	12/2018
Bank Of America, N.A.	Phoenix	AZ	08/2019	Present

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phoenix, AZ
07/2011 → 01/2017

Cincinnati Reds

Cincinnati Ohio, OH
03/2017 → 03/2018

Boston Red Sox

Boston, MA
02/2018 → 09/2018

Cincinnati Reds

Cincinnati, OH
09/2018 → 05/2019

Universtiy Of Arizona

Tucson, AZ
08/2018 → 12/2018

Mexicali De Aguilas

Mexicali
08/2019 → Present

Bank Of America, N.A.

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-16

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