Markus A Truniger

$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	2026-02-04
FL	RA	APPROVED	2026-01-07

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pompano Beach	FL	08/2024	Present
Bank Of America	Lighthouse Point	FL	08/2024	08/2025
Plantation Fc	Plantation	FL	08/2023	05/2024
Comprehensive Md	Ft Lauderdale	FL	03/2023	05/2023
Unemployment	Plantation	FL	05/2024	08/2024
Full Time Education At Plantation High School	Plantation	FL	08/2015	05/2019
Full Time Education At St. Thomas University	Miami Gardens	FL	08/2020	05/2023
Unemployment	Plantation	FL	05/2023	09/2023
Unemployment	Plantation	FL	05/2019	08/2020
Bank Of America, N.A.	Pompano Beach	FL	01/2026	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pompano Beach, FL
08/2024 → 08/2025

Bank Of America

Lighthouse Point, FL
08/2023 → 05/2024

Plantation Fc

Plantation, FL
03/2023 → 05/2023

Comprehensive Md

Ft Lauderdale, FL
05/2024 → 08/2024

Unemployment

Plantation, FL
08/2015 → 05/2019

Full Time Education At Plantation High School

Plantation, FL
08/2020 → 05/2023

Full Time Education At St. Thomas University

Miami Gardens, FL
05/2023 → 09/2023

Unemployment

Plantation, FL
05/2019 → 08/2020

Unemployment

Plantation, FL
01/2026 → Present

Bank Of America, N.A.

Pompano Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-23