Abigail T Sullivan

$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
CT	RA	APPROVED	2026-07-01

Branch Locations

301 Tresser Blvd, Stamford, CT 06901 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Stamford	CT	05/2026	Present
Romney Studios	New Orleans	LA	08/2025	05/2026
Tulane Campus Recreation	New Orleans	CT	08/2023	12/2025
Hexcel Corporation	Stamford	CT	05/2025	08/2025
Innis Arden Golf Club	Old Greenwich	CT	05/2023	08/2023
Sweet Blue Swim Academy	Greenwich	CT	10/2020	08/2022
Tulane University	New Orleans	LA	08/2022	12/2025
Greenwich Public Schools	Greenwich	CT	05/2016	05/2022
Bank Of America, N.A.	Stamford	CT	06/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stamford, CT
08/2025 → 05/2026

Romney Studios

New Orleans, LA
08/2023 → 12/2025

Tulane Campus Recreation

New Orleans, CT
05/2025 → 08/2025

Hexcel Corporation

Stamford, CT
05/2023 → 08/2023

Innis Arden Golf Club

Old Greenwich, CT
10/2020 → 08/2022

Sweet Blue Swim Academy

Greenwich, CT
08/2022 → 12/2025

Tulane University

New Orleans, LA
05/2016 → 05/2022

Greenwich Public Schools

Greenwich, CT
06/2026 → Present

Bank Of America, N.A.

Stamford, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-02