Kristen Reilly

$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	2023-08-02

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Paramus	NJ	07/2020	Present
Bank Of America Private Bank	Princeton	NJ	06/2019	08/2019
Dow Jones	Monmouth Junction	NJ	06/2018	08/2018
Somerset Valley Ymca	Somerville	NJ	09/2015	09/2018
Boston College	Chestnut Hill	MA	08/2016	05/2020
Unemployed	Hillsborough	NJ	05/2020	07/2020

07/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paramus, NJ
06/2019 → 08/2019

Bank Of America Private Bank

Princeton, NJ
06/2018 → 08/2018

Dow Jones

Monmouth Junction, NJ
09/2015 → 09/2018

Somerset Valley Ymca

Somerville, NJ
08/2016 → 05/2020

Boston College

Chestnut Hill, MA
05/2020 → 07/2020

Unemployed

Hillsborough, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-01

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