Daniel Gregory Feigelman

$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
TX	RA	APPROVED	2019-05-07
CT	RA	APPROVED	2019-03-13

Branch Locations

235 Needham St, Newton, MA 02464 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westborough	MA	12/2018	Present
Bank Of America, N.A.	Westborough	MA	12/2018	Present
Indiana University	Bloomington	IN	08/2016	06/2017
Northwestern Mutual	New York City	NY	07/2017	11/2017
Indiana University	Bloomington	IN	08/2017	05/2018
Unemployed	Westborough	MA	06/2018	12/2018

12/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westborough, MA
12/2018 → Present

Bank Of America, N.A.

Westborough, MA
08/2016 → 06/2017

Indiana University

Bloomington, IN
07/2017 → 11/2017

Northwestern Mutual

New York City, NY
08/2017 → 05/2018

Indiana University

Bloomington, IN
06/2018 → 12/2018

Unemployed

Westborough, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-12