Nicholas P Bravoco

$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	2026-04-13
TX	RA	APPROVED	2026-04-13

Branch Locations

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

Organization	City	State	From	To
Unemployed	Clinton	NJ	05/2025	10/2025
Penn State University	State College	PA	08/2021	05/2025
Weex Global	Clinton	NJ	05/2024	09/2024
Metropolitan Seafood	Lebanon	NJ	05/2023	08/2023
Lowe's	Flemington	NJ	06/2022	08/2022
Shoprite	Clinton	NJ	02/2020	04/2020
Unemployed	Clinton	NJ	02/2021	08/2021
Unemployed	Clinton	NJ	08/2015	01/2020
Equitable Advisors, Llc	New York	NY	10/2025	02/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	03/2026	Present
North Hunterdon High School	Annandale	NJ	04/2020	02/2021
Bank Of America, N.A.	Pennington	NJ	04/2026	Present

05/2025 → 10/2025

Unemployed

Clinton, NJ
08/2021 → 05/2025

Penn State University

State College, PA
05/2024 → 09/2024

Weex Global

Clinton, NJ
05/2023 → 08/2023

Metropolitan Seafood

Lebanon, NJ
06/2022 → 08/2022

Lowe's

Flemington, NJ
02/2020 → 04/2020

Shoprite

Clinton, NJ
02/2021 → 08/2021

Unemployed

Clinton, NJ
08/2015 → 01/2020

Unemployed

Clinton, NJ
10/2025 → 02/2026

Equitable Advisors, Llc

New York, NY
03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
04/2020 → 02/2021

North Hunterdon High School

Annandale, NJ
04/2026 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-06