Christopher Cahoon

$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	2022-02-16
NY	RA	APPROVED	2022-01-06

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brooklyn	NY	11/2021	Present
Bank Of America N.A.	Brooklyn	NY	11/2021	Present
Unemployed	Brooklyn	NY	03/2020	11/2021
Nix Restaurant	New York	NY	04/2019	03/2020
Unemployed	Brooklyn	NY	08/2018	04/2019
Union Square Hospitality Group	New York	NY	09/2017	08/2018
Whitman College	Walla Walla	MA	08/2013	08/2017

11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brooklyn, NY
11/2021 → Present

Bank Of America N.A.

Brooklyn, NY
03/2020 → 11/2021

Unemployed

Brooklyn, NY
04/2019 → 03/2020

Nix Restaurant

New York, NY
08/2018 → 04/2019

Unemployed

Brooklyn, NY
09/2017 → 08/2018

Union Square Hospitality Group

New York, NY
08/2013 → 08/2017

Whitman College

Walla Walla, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-05

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