Steven Richard Lachance

$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	2025-11-10
CT	RA	APPROVED	2025-10-02

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Milford	CT	08/2020	Present
Ed The Treeman	Prospect	CT	09/2019	08/2020
Naugatuck Valley Community College	Waterbury	CT	01/2018	09/2019
Unemployed	Prospect	CT	11/2017	01/2018
United States Army	Baumholder		05/2014	11/2017
Naugatuck Valley Community College	Waterbury	CT	01/2018	08/2025
Bank Of America, N.A.	Milford	CT	09/2025	Present

08/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Milford, CT
09/2019 → 08/2020

Ed The Treeman

Prospect, CT
01/2018 → 09/2019

Naugatuck Valley Community College

Waterbury, CT
11/2017 → 01/2018

Unemployed

Prospect, CT
05/2014 → 11/2017

United States Army

Baumholder
01/2018 → 08/2025

Naugatuck Valley Community College

Waterbury, CT
09/2025 → Present

Bank Of America, N.A.

Milford, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-02