Madhurima Dey

$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	2026-02-03
PA	RA	APPROVED	2025-12-26

Branch Locations

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

Organization	City	State	From	To
The Vanguard Group, Inc.	Malvern	PA	05/2025	10/2025
Bank Of America	Lionville	PA	03/2024	05/2025
Selecthub	Barasat		06/2021	12/2022
Newsrise	Kolkata		08/2020	05/2021
Symbiosis International University	Pune		06/2018	04/2020
Galgotias University	Greater Noida		05/2015	05/2018
Unemployed	Kolkata		03/2020	08/2020
University Of Texas At Austin	Audubon	PA	01/2023	02/2024
Selecthub	Audubon	PA	01/2023	01/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Chester	PA	11/2025	Present
Bank Of America, N.A.	West Chester	PA	01/2026	Present

05/2025 → 10/2025

The Vanguard Group, Inc.

Malvern, PA
03/2024 → 05/2025

Bank Of America

Lionville, PA
06/2021 → 12/2022

Selecthub

Barasat
08/2020 → 05/2021

Newsrise

Kolkata
06/2018 → 04/2020

Symbiosis International University

Pune
05/2015 → 05/2018

Galgotias University

Greater Noida
03/2020 → 08/2020

Unemployed

Kolkata
01/2023 → 02/2024

University Of Texas At Austin

Audubon, PA
01/2023 → 01/2023

Selecthub

Audubon, PA
11/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Chester, PA
01/2026 → Present

Bank Of America, N.A.

West Chester, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-26