Barbara H Zelensky

$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	2026-06-05
MD	RA	APPROVED	2026-04-06

Branch Locations

1 Park Pl, Annapolis, MD 21401 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Annapolis	MD	10/2024	Present
University Of Maryland	College Park	MD	08/2020	05/2024
Brave Generation Academy	Lisbon		06/2022	09/2022
University Of Maryland	College Park	MD	08/2023	12/2023
Unemployed	College Park	MD	10/2022	08/2023
Unemployed	Towson	MD	09/2014	06/2022
Unemployed	Annapolis	MD	05/2024	10/2024

10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD
08/2020 → 05/2024

University Of Maryland

College Park, MD
06/2022 → 09/2022

Brave Generation Academy

Lisbon
08/2023 → 12/2023

University Of Maryland

College Park, MD
10/2022 → 08/2023

Unemployed

College Park, MD
09/2014 → 06/2022

Unemployed

Towson, MD
05/2024 → 10/2024

Unemployed

Annapolis, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-06