Megan Giaimo

$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
NJ	RA	APPROVED	2026-01-28
TX	RA	APPROVED	2026-01-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2025	Present
Us House Of Representative	Toms River	NJ	06/2020	08/2025
Planet Fitness Llc	Freehold	NJ	08/2024	09/2025
The College Of New Jersey (Tcnj)	Ewing	NJ	08/2016	06/2020
Hallmark Inc	Freehold	NJ	07/2019	10/2020
Phenix Retail	Freehold	NJ	06/2018	07/2018

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2020 → 08/2025

Us House Of Representative

Toms River, NJ
08/2024 → 09/2025

Planet Fitness Llc

Freehold, NJ
08/2016 → 06/2020

The College Of New Jersey (Tcnj)

Ewing, NJ
07/2019 → 10/2020

Hallmark Inc

Freehold, NJ
06/2018 → 07/2018

Phenix Retail

Freehold, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-27