Luis Adrian Pascual Curiel

$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	2025-01-15
CA	RA	APPROVED	2024-12-06

Branch Locations

333 S Hope St, Los Angeles, CA 90071 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pomona	CA	07/2019	Present
Home Depot Inc.	Pomona	CA	12/2017	06/2019
Aeropostale Inc.	Montclair	CA	11/2015	09/2016
Sierra Foods Inc.	Pomona	CA	10/2016	11/2017
Bank Of America, N.A.	Pomona	CA	11/2024	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pomona, CA
12/2017 → 06/2019

Home Depot Inc.

Pomona, CA
11/2015 → 09/2016

Aeropostale Inc.

Montclair, CA
10/2016 → 11/2017

Sierra Foods Inc.

Pomona, CA
11/2024 → Present

Bank Of America, N.A.

Pomona, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-05

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