Adrian Maldonado Reiley

$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	2024-12-11

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	04/2022	Present
Bank Of America	Boston	MA	04/2022	10/2024
Basho Japanese Brasserie (Douzo Hospitality)	Boston	MA	12/2001	04/2022
Sushi Momento (Douzo Hospitality)	Boston	MA	02/2019	12/2021
Unemployed	Rosenberg	TX	08/2018	02/2019
Pepperoni's Pizza	Rosenberg	TX	08/2017	08/2018
Unemployed	Cypress	TX	03/2017	08/2017
Burger King	Cypress	TX	06/2016	03/2017
Newbury College	Brookline	MA	08/2018	05/2019
Lasell University	Auburndale	MA	05/2019	05/2022

04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
04/2022 → 10/2024

Bank Of America

Boston, MA
12/2001 → 04/2022

Basho Japanese Brasserie (Douzo Hospitality)

Boston, MA
02/2019 → 12/2021

Sushi Momento (Douzo Hospitality)

Boston, MA
08/2018 → 02/2019

Unemployed

Rosenberg, TX
08/2017 → 08/2018

Pepperoni's Pizza

Rosenberg, TX
03/2017 → 08/2017

Unemployed

Cypress, TX
06/2016 → 03/2017

Burger King

Cypress, TX
08/2018 → 05/2019

Newbury College

Brookline, MA
05/2019 → 05/2022

Lasell University

Auburndale, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-09

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