Morgan L Cloyd

$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	2023-07-11
MI	RA	APPROVED	2023-07-05

Branch Locations

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

Organization	City	State	From	To
Cetera Investment Services Llc	St Cloud	MN	12/2021	05/2023
Utica Community Schools	Utica	MI	08/1999	06/2023
Uber	Detroit	MI	12/2015	04/2023
Cetera Investment Advisers	Farmington Hills	MI	06/2022	04/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grosse Pointe	MI	06/2023	Present
Bank Of America, N.A.	Grosse Pointe	MI	07/2023	Present

12/2021 → 05/2023

Cetera Investment Services Llc

St Cloud, MN
08/1999 → 06/2023

Utica Community Schools

Utica, MI
12/2015 → 04/2023

Uber

Detroit, MI
06/2022 → 04/2023

Cetera Investment Advisers

Farmington Hills, MI
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grosse Pointe, MI
07/2023 → Present

Bank Of America, N.A.

Grosse Pointe, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-05