Reem O Heikal

$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	2026-06-05
FL	RA	APPROVED	2026-04-30

Branch Locations

26301 Us Highway 19 N, Clearwater, FL 33761 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Clearwater	FL	11/2020	Present
Bank Of America	Palm Harbor	FL	11/2020	07/2025
Unemployed	Palm Harbor	FL	02/2019	11/2020
Dreambee Llc.	Clearwater	FL	12/2017	02/2019
Unemployed	Lakeland	FL	07/2016	12/2017

11/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL
11/2020 → 07/2025

Bank Of America

Palm Harbor, FL
02/2019 → 11/2020

Unemployed

Palm Harbor, FL
12/2017 → 02/2019

Dreambee Llc.

Clearwater, FL
07/2016 → 12/2017

Unemployed

Lakeland, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-29