Liliane Samir Wissa Pascalis

$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
SC	RA	APPROVED	2024-04-16
TX	RA	APPROVED	2018-07-10
NC	RA	APPROVED	2017-10-16

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • United States

2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	08/2013	Present

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-13