Arjun Deepak Saran

$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	2023-07-17

Branch Locations

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

Organization	City	State	From	To
Ubs Financial Services.iNc	Weehawken	NJ	05/2022	06/2023
Transamerica	Houston	TX	12/2021	05/2022
Awty International School	Houston	TX	05/2021	12/2021
University Of Southern California	Los Angeles	CA	08/2016	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	06/2023	Present
Northwestern Mutual	Houston	TX	12/2021	02/2022
Bank Of America, N.A.	Houston	TX	09/2023	Present

05/2022 → 06/2023

Ubs Financial Services.iNc

Weehawken, NJ
12/2021 → 05/2022

Transamerica

Houston, TX
05/2021 → 12/2021

Awty International School

Houston, TX
08/2016 → 05/2021

University Of Southern California

Los Angeles, CA
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
12/2021 → 02/2022

Northwestern Mutual

Houston, TX
09/2023 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-08

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