Gwendolyn Boland

$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	2026-02-26
CO	RA	APPROVED	2026-02-25

Branch Locations

6400 S Fiddlers Green Cir Adp-Home Office, Greenwood Village, CO 80111 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwood Village	CO	09/2025	Present
Crater Hill Equestrian	Newcastle	CA	12/2020	07/2024
Placer Elementary	Loomis	CA	08/2008	06/2017
California State University Sacramento	Sacramento	CA	08/2021	05/2025
Unemployed	Sacramento	CA	06/2025	08/2025
Del Oro Highschool	Loomis	CA	08/2017	12/2020
Bank Of America, N.A.	Greenwood Village	CO	12/2025	Present

09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwood Village, CO
12/2020 → 07/2024

Crater Hill Equestrian

Newcastle, CA
08/2008 → 06/2017

Placer Elementary

Loomis, CA
08/2021 → 05/2025

California State University Sacramento

Sacramento, CA
06/2025 → 08/2025

Unemployed

Sacramento, CA
08/2017 → 12/2020

Del Oro Highschool

Loomis, CA
12/2025 → Present

Bank Of America, N.A.

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-25