Kimberly West Gordon

$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
GA	RA	APPROVED	2026-02-27

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

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

Organization	City	State	From	To
Foreside Fund Services, Llc	Stamford	CT	03/2018	01/2019
Willis Towers Watson	Stamford	CT	01/2018	01/2019
Unemployed	Scardsdale	NY	04/2016	01/2018
Invesco	Atlanta	GA	05/2019	03/2024
Unemployed	Atlanta	GA	01/2019	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	02/2026	Present
Unemployed	Milton	GA	03/2024	02/2026

03/2018 → 01/2019

Foreside Fund Services, Llc

Stamford, CT
01/2018 → 01/2019

Willis Towers Watson

Stamford, CT
04/2016 → 01/2018

Unemployed

Scardsdale, NY
05/2019 → 03/2024

Invesco

Atlanta, GA
01/2019 → 05/2019

Unemployed

Atlanta, GA
02/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
03/2024 → 02/2026

Unemployed

Milton, GA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-15
S63	Uniform Securities Agent State Law Examination	1992-10-12

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