Bryan James Kagarise

$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
TN	RA	APPROVED	2018-09-12
TX	RA	APPROVED	2018-09-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Knoxville	TN	06/2014	03/2017
Bank Of America, N.A.	Knoxville	TN	12/2015	03/2017
Suntrust Investment Services, Inc	Atlanta	GA	04/2017	09/2018
Suntrust Advisory Services, Inc	Atlanta	GA	04/2017	09/2018
Bank Of America, N.A	Knoxville	TN	09/2018	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Knoxville	TN	09/2018	Present

06/2014 → 03/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Knoxville, TN
12/2015 → 03/2017

Bank Of America, N.A.

Knoxville, TN
04/2017 → 09/2018

Suntrust Investment Services, Inc

Atlanta, GA
04/2017 → 09/2018

Suntrust Advisory Services, Inc

Atlanta, GA
09/2018 → Present

Bank Of America, N.A

Knoxville, TN
09/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Knoxville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-05

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