Savannah Rose Holmes

$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
NC	RA	APPROVED	2026-04-27

Branch Locations

4242 Six Forks Rd, Raleigh, NC 27609 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	01/2026	Present
North Carolina State University	Raleigh	NC	08/2021	12/2025
Middle Creek High School	Apex	NC	08/2017	05/2021
Lufkin Road Middle School	Apex	NC	08/2014	06/2017
Bank Of America, N.A.	Raleigh	NC	03/2026	Present

01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
08/2021 → 12/2025

North Carolina State University

Raleigh, NC
08/2017 → 05/2021

Middle Creek High School

Apex, NC
08/2014 → 06/2017

Lufkin Road Middle School

Apex, NC
03/2026 → Present

Bank Of America, N.A.

Raleigh, NC

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