West Lee Markarian

$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	2026-04-27
NY	RA	APPROVED	2026-03-25

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	New York	NY	01/2025	Present
Bottega Veneta	New York	NY	12/2021	05/2024
Bottega Veneta	Beverly Hills	CA	04/2018	12/2021
Bottega Veneta	Beverly Hills	CA	09/2016	04/2018
Bill Silva Entertainment	West Hollywood	CA	05/2016	09/2016
Unemployed	New York	NY	05/2024	12/2024

01/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2021 → 05/2024

Bottega Veneta

New York, NY
04/2018 → 12/2021

Bottega Veneta

Beverly Hills, CA
09/2016 → 04/2018

Bottega Veneta

Beverly Hills, CA
05/2016 → 09/2016

Bill Silva Entertainment

West Hollywood, CA
05/2024 → 12/2024

Unemployed

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-25

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