Melanie Gaoaen Todd

$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
NV	RA	APPROVED	2026-06-16
TX	RA	APPROVED	2025-03-31
HI	RA	APPROVED	2025-02-25

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tacoma	WA	12/2021	Present
Pacific Mountain Workforce Development Council	Tumwater	WA	07/2020	12/2021
Kansas Lumber Homestore Inc.	Manhattan	KS	08/2019	07/2020
Charlotte Russe Corporate	San Francisco	CA	01/2016	05/2017
Google	Mountain View	CA	05/2017	08/2019

12/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tacoma, WA
07/2020 → 12/2021

Pacific Mountain Workforce Development Council

Tumwater, WA
08/2019 → 07/2020

Kansas Lumber Homestore Inc.

Manhattan, KS
01/2016 → 05/2017

Charlotte Russe Corporate

San Francisco, CA
05/2017 → 08/2019

Google

Mountain View, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-24

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