Nadiia Varhasova

$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	2026-08-07
NY	RA	APPROVED	2026-06-30

Branch Locations

29 Broadway , New York, NY 10006 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2026	Present
Bank Of America	New York City	NY	09/2024	04/2026
Unemployed	Long Island City	NY	06/2024	09/2024
Royal Bank Of Canada	Oakville		09/2022	06/2024
Immigration Medical Center	Oakville		05/2022	09/2022
Unemployed	Oakville		02/2022	05/2022
Quality Foods	Dnipro		01/2021	02/2022
Unemployed	Kyiv		01/2016	01/2021
Bank Of America, N.A.	New York	NY	05/2026	Present

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2024 → 04/2026

Bank Of America

New York City, NY
06/2024 → 09/2024

Unemployed

Long Island City, NY
09/2022 → 06/2024

Royal Bank Of Canada

Oakville
05/2022 → 09/2022

Immigration Medical Center

Oakville
02/2022 → 05/2022

Unemployed

Oakville
01/2021 → 02/2022

Quality Foods

Dnipro
01/2016 → 01/2021

Unemployed

Kyiv
05/2026 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-30