Anthony Michael Hoey

$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	2026-01-07
NY	RA	APPROVED	2025-11-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newburgh	NY	12/2021	Present
Hannaford Bros	Pine Bush	NY	04/2014	Present
Instacart	San Francisco	CA	01/2021	08/2025
Orange County Community College	Middletown	NY	08/2016	10/2016
Bank Of America, N.A.	Newburgh	NY	09/2025	Present

12/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newburgh, NY
04/2014 → Present

Hannaford Bros

Pine Bush, NY
01/2021 → 08/2025

Instacart

San Francisco, CA
08/2016 → 10/2016

Orange County Community College

Middletown, NY
09/2025 → Present

Bank Of America, N.A.

Newburgh, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-14