Nicasio Gristina

$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	2025-08-07
FL	RA	APPROVED	2025-07-02

Branch Locations

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

Organization	City	State	From	To
Jb Hunt Transport Inc	Richmond	VA	08/2020	05/2024
Unemployed	Boca Raton	FL	05/2024	02/2025
Unemployed	Annandale	NJ	03/2020	08/2020
The Distillery	Rochester	NY	02/2019	03/2020
Nazareth University	Rochester	NY	08/2016	05/2020
Equitable Advisors, Llc	New York	NY	02/2025	06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	06/2025	Present
Fairleigh Dickinson University	Teaneck	NJ	08/2021	05/2024

08/2020 → 05/2024

Jb Hunt Transport Inc

Richmond, VA
05/2024 → 02/2025

Unemployed

Boca Raton, FL
03/2020 → 08/2020

Unemployed

Annandale, NJ
02/2019 → 03/2020

The Distillery

Rochester, NY
08/2016 → 05/2020

Nazareth University

Rochester, NY
02/2025 → 06/2025

Equitable Advisors, Llc

New York, NY
06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
08/2021 → 05/2024

Fairleigh Dickinson University

Teaneck, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-30