Franck Jean Litzler

$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
NY	RA	APPROVED	2023-08-16
TX	RA	APPROVED	2023-08-14

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	08/2014	04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2023	Present
Vontobel Swiss Financial Advisers Ag	New York	NY	05/2017	05/2023
Bank Of America, N.A.	New York	NY	08/2023	Present

08/2014 → 04/2017

J.P. Morgan Securities Llc

New York, NY
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2017 → 05/2023

Vontobel Swiss Financial Advisers Ag

New York, NY
08/2023 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-12
S63	Uniform Securities Agent State Law Examination	2014-09-28

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