Sean Cullity

$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	2021-10-05
TX	RA	APPROVED	2020-08-18
CT	RA	APPROVED	2020-08-13

Branch Locations

225 Liberty St, New York, NY 10281 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2020	Present
New Line Structures	New York	NY	04/2016	08/2018
Bank Of America Merrill Lynch	New York	NY	06/2019	05/2020
Loyola University Career Center	Baltimore	MD	01/2017	05/2020
Loyola University	Baltimore	MD	08/2016	05/2020
Bank Of America, N.A.	New York	NY	08/2020	Present

06/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
04/2016 → 08/2018

New Line Structures

New York, NY
06/2019 → 05/2020

Bank Of America Merrill Lynch

New York, NY
01/2017 → 05/2020

Loyola University Career Center

Baltimore, MD
08/2016 → 05/2020

Loyola University

Baltimore, MD
08/2020 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-12