Avesh Shawn Baboolal

$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	2025-11-03
CA	RA	APPROVED	2025-10-20
CT	RA	APPROVED	2025-10-20
DE	RA	APPROVED	2025-10-20
NY	RA	APPROVED	2025-08-29

Branch Locations

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

Organization	City	State	From	To
Market Source	Brooklyn	NY	09/2016	10/2017
At & T	Howard Beach	NY	10/2017	08/2018
T-Mobile	Hollis	NY	09/2018	05/2019
Morgan Wilshire Sec Inc	Garden City	NY	06/2019	01/2023
J.P. Morgan Securities Llc	New York	NY	03/2024	08/2025
Jp Morgan Chase Bank, N.A.	New York	NY	03/2024	08/2025
Morgan Wilshire Sec Inc	Garden City	NY	01/2023	03/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2025	Present
Bank Of America, N.A.	New York	NY	09/2025	Present

09/2016 → 10/2017

Market Source

Brooklyn, NY
10/2017 → 08/2018

At & T

Howard Beach, NY
09/2018 → 05/2019

T-Mobile

Hollis, NY
06/2019 → 01/2023

Morgan Wilshire Sec Inc

Garden City, NY
03/2024 → 08/2025

J.P. Morgan Securities Llc

New York, NY
03/2024 → 08/2025

Jp Morgan Chase Bank, N.A.

New York, NY
01/2023 → 03/2024

Morgan Wilshire Sec Inc

Garden City, NY
08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-04
S63	Uniform Securities Agent State Law Examination	2021-04-23

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