Veronica Monul

$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
IL	RA	APPROVED	2025-09-11

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	11/2024	Present
Trivium Packaging	Amsterdam		05/2021	06/2024
Zf Holdings	Amsterdam		07/2019	01/2021
Unemployed	Amsterdam		02/2014	06/2019
Unemployed	Amsterdam		02/2021	04/2021
Unemployed	Chicago	IL	07/2024	10/2024

11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
05/2021 → 06/2024

Trivium Packaging

Amsterdam
07/2019 → 01/2021

Zf Holdings

Amsterdam
02/2014 → 06/2019

Unemployed

Amsterdam
02/2021 → 04/2021

Unemployed

Amsterdam
07/2024 → 10/2024

Unemployed

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-11

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