Kevin S Altman

$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	2024-12-19
NJ	RA	APPROVED	2024-12-18

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2024	Present
Unemployed	Wyomissing	PA	01/2024	08/2024
Rkl	Reading	PA	08/2023	01/2024
Unemployed	Wyomissing	PA	01/2023	08/2023
University At Albany	Albany	NY	09/2020	01/2023
Unemployed	Wyomissing	PA	09/2019	09/2020
Willis Towers Watson	Pittsburgh	PA	04/2018	09/2019
Beacon Hill Staffing	Pittsburgh	PA	06/2017	04/2018
University Of Pittsburgh	Pittsburgh	PA	08/2012	12/2017
Bank Of America, N.A.	Pennington	NJ	02/2026	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2024 → 08/2024

Unemployed

Wyomissing, PA
08/2023 → 01/2024

Rkl

Reading, PA
01/2023 → 08/2023

Unemployed

Wyomissing, PA
09/2020 → 01/2023

University At Albany

Albany, NY
09/2019 → 09/2020

Unemployed

Wyomissing, PA
04/2018 → 09/2019

Willis Towers Watson

Pittsburgh, PA
06/2017 → 04/2018

Beacon Hill Staffing

Pittsburgh, PA
08/2012 → 12/2017

University Of Pittsburgh

Pittsburgh, PA
02/2026 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-17