Thomas Cornelius Snelson

$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	2026-02-03
CT	RA	APPROVED	2025-12-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Malden	MA	09/2025	Present
Ians	Boston	MA	03/2024	07/2025
Switchpitch	Washington D.C.	DC	05/2022	02/2024
Switchpitch	Washington D.C.	DC	01/2021	05/2022
Alku	Amherst	MA	10/2019	03/2020
Vacasa	Oak Bluffs	MA	05/2019	10/2019
Kimball Farms	Carlisle	MA	06/2016	10/2018
Chelmsford High School	Chelmsford	MA	09/2015	05/2018
University Of Massachusetts Amherst	Amherst	MA	09/2018	05/2022
Bank Of America, N.A.	Malden	MA	12/2025	Present

09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Malden, MA
03/2024 → 07/2025

Ians

Boston, MA
05/2022 → 02/2024

Switchpitch

Washington D.C., DC
01/2021 → 05/2022

Switchpitch

Washington D.C., DC
10/2019 → 03/2020

Alku

Amherst, MA
05/2019 → 10/2019

Vacasa

Oak Bluffs, MA
06/2016 → 10/2018

Kimball Farms

Carlisle, MA
09/2015 → 05/2018

Chelmsford High School

Chelmsford, MA
09/2018 → 05/2022

University Of Massachusetts Amherst

Amherst, MA
12/2025 → Present

Bank Of America, N.A.

Malden, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-03