Emily Xu

$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
NY	RA	APPROVED	2025-08-12

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2023	Present
Bank Of America	New York	NY	06/2022	08/2022
Nbcuniversal	New York	NY	02/2022	05/2022
Brandshare	New York	NY	09/2021	12/2021
Hunter Digital	New York	NY	06/2021	08/2021
Skyline Staffing And Consulting	East Brunswick	NJ	07/2019	08/2019
Unemployed	East Brunswick	NJ	05/2023	07/2023
New York University	New York	NY	09/2019	05/2023
East Brunswick High School	East Brunswick	NJ	09/2016	06/2019
Churchill Junior High School	East Brunswick	NJ	09/2014	09/2016

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2022 → 08/2022

Bank Of America

New York, NY
02/2022 → 05/2022

Nbcuniversal

New York, NY
09/2021 → 12/2021

Brandshare

New York, NY
06/2021 → 08/2021

Hunter Digital

New York, NY
07/2019 → 08/2019

Skyline Staffing And Consulting

East Brunswick, NJ
05/2023 → 07/2023

Unemployed

East Brunswick, NJ
09/2019 → 05/2023

New York University

New York, NY
09/2016 → 06/2019

East Brunswick High School

East Brunswick, NJ
09/2014 → 09/2016

Churchill Junior High School

East Brunswick, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-11