Joseph Anthony Chevy

$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	2023-04-11
FL	RA	APPROVED	2020-01-31

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	10/2019	Present
Petland	Orlando	FL	04/2019	07/2019
University Of Central Florid	Orlando	FL	08/2013	08/2019
Unemployed	Orlando	FL	12/2017	04/2019
The Black Hammock	Oviedo	FL	09/2017	12/2017
Tropical Krave	Lauderdale By The Sea	FL	05/2017	08/2017
The Black Hammock	Oviedo	FL	12/2016	05/2017
Bank Of America, N.A.	Boca Raton	FL	12/2019	Present

10/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
04/2019 → 07/2019

Petland

Orlando, FL
08/2013 → 08/2019

University Of Central Florid

Orlando, FL
12/2017 → 04/2019

Unemployed

Orlando, FL
09/2017 → 12/2017

The Black Hammock

Oviedo, FL
05/2017 → 08/2017

Tropical Krave

Lauderdale By The Sea, FL
12/2016 → 05/2017

The Black Hammock

Oviedo, FL
12/2019 → Present

Bank Of America, N.A.

Boca Raton, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-29