Andrew Antanis

$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
NC	RA	APPROVED	2023-08-09
TX	RA	APPROVED	2023-02-28
NY	RA	APPROVED	2023-02-27

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Florham Park	NJ	10/2021	09/2022
Harvest Restaurant Group	Summit	NJ	04/2018	09/2020
Chilis Bar & Grill	Ramsey	NJ	04/2017	04/2018
Union County Prosecutors Office	Elizabeth	NJ	05/2016	08/2017
Mandaras Pizzaria	Wychoff	NJ	02/2015	09/2016
Osteria Morini	Bernardsville	NJ	05/2021	09/2021
Unemployed	Berkeley Heights	NJ	10/2020	04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	12/2022	Present
Ramapo College Of New Jersey	Mahwah	NJ	09/2014	05/2018
Bank Of America, N.A.	New York	NY	03/2023	Present

10/2021 → 09/2022

Wells Fargo Advisors Financial Network, Llc

Florham Park, NJ
04/2018 → 09/2020

Harvest Restaurant Group

Summit, NJ
04/2017 → 04/2018

Chilis Bar & Grill

Ramsey, NJ
05/2016 → 08/2017

Union County Prosecutors Office

Elizabeth, NJ
02/2015 → 09/2016

Mandaras Pizzaria

Wychoff, NJ
05/2021 → 09/2021

Osteria Morini

Bernardsville, NJ
10/2020 → 04/2021

Unemployed

Berkeley Heights, NJ
12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2014 → 05/2018

Ramapo College Of New Jersey

Mahwah, NJ
03/2023 → Present

Bank Of America, N.A.

New York, NY

2022-03-14 → 2022-09-13

Wells Fargo Advisors Financial Network, Llc

Florham Park, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-12

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