Alisa Pojani Loutsik

$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
VA	RA	APPROVED	2024-08-07
TX	RA	APPROVED_RES	2022-06-16
DC	RA	APPROVED	2022-06-07

Branch Locations

1800 K St Nw, Washington, DC 20006 • United States

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

Organization	City	State	From	To
Citigroup	Washington	DC	07/2008	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	06/2022	Present
Bank Of America, N.A.	Washington	DC	07/2022	Present

07/2008 → Present

Citigroup

Washington, DC
06/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
07/2022 → Present

Bank Of America, N.A.

Washington, DC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-04-07
S63	Uniform Securities Agent State Law Examination	2014-03-18