Colton Jack Deleo

$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	2026-08-21
CT	RA	APPROVED	2026-06-04

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Bank Of America, N.A.	Shelton	CT	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Shelton	CT	03/2026	Present
J & H Pool And Patio	Monroe	CT	06/2023	02/2026
Big Y	Monroe	CT	05/2021	08/2022
Fairfield Comedy Club	Fairfield	CT	06/2016	06/2019
University Of Southern Maine	Monroe	CT	09/2022	05/2023
Masuk High School	Monroe	CT	07/2019	06/2020
University Of Southern Maine	Gorham	ME	09/2020	05/2025
Ll Bean	Freeport	ME	01/2025	05/2025

05/2026 → Present

Bank Of America, N.A.

Shelton, CT
03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shelton, CT
06/2023 → 02/2026

J & H Pool And Patio

Monroe, CT
05/2021 → 08/2022

Big Y

Monroe, CT
06/2016 → 06/2019

Fairfield Comedy Club

Fairfield, CT
09/2022 → 05/2023

University Of Southern Maine

Monroe, CT
07/2019 → 06/2020

Masuk High School

Monroe, CT
09/2020 → 05/2025

University Of Southern Maine

Gorham, ME
01/2025 → 05/2025

Ll Bean

Freeport, ME

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-04

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