Christian Taylor Pothast

$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	2026-04-29
NJ	RA	APPROVED	2026-04-28

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	10/2025	Present
Nbcuniversal	Universal Vity	CA	06/2024	10/2025
Nbcuniversal	Universal City	CA	06/2023	08/2023
Seton Hall University	South Orange	NJ	08/2020	05/2024
Nova Group Marketing	New York	NY	06/2022	07/2022
Racquets Club Of Short Hills	Short Hills	NJ	03/2021	09/2021
Jesuit High School Sacramento	Carmichael	CA	08/2016	05/2020
Big Apple Bagels	El Dorado Hills	CA	04/2019	10/2019
Subway	El Dorado Hills	CA	06/2018	08/2018

10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2024 → 10/2025

Nbcuniversal

Universal Vity, CA
06/2023 → 08/2023

Nbcuniversal

Universal City, CA
08/2020 → 05/2024

Seton Hall University

South Orange, NJ
06/2022 → 07/2022

Nova Group Marketing

New York, NY
03/2021 → 09/2021

Racquets Club Of Short Hills

Short Hills, NJ
08/2016 → 05/2020

Jesuit High School Sacramento

Carmichael, CA
04/2019 → 10/2019

Big Apple Bagels

El Dorado Hills, CA
06/2018 → 08/2018

Subway

El Dorado Hills, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-24