Tatyana Vyacheslavovna Zaytseva

$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
GA	RA	APPROVED	2022-03-22
TX	RA	APPROVED	2020-09-21
NH	RA	APPROVED	2020-08-24

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hanover	NH	09/2018	Present
Unemployed	Randolph City	VT	05/2018	08/2018
Kroger	Alpharetta	GA	09/2017	04/2018
Cvs Pharmacy	Alpharetta	GA	03/2016	08/2017
University Of North Georgia	Dahlonega	GA	08/2015	05/2018

09/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hanover, NH
05/2018 → 08/2018

Unemployed

Randolph City, VT
09/2017 → 04/2018

Kroger

Alpharetta, GA
03/2016 → 08/2017

Cvs Pharmacy

Alpharetta, GA
08/2015 → 05/2018

University Of North Georgia

Dahlonega, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-22

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