Colin F Markison

$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
PA	RA	APPROVED	2023-05-30
NJ	RA	APPROVED	2022-12-14
TX	RA	APPROVED	2022-12-14

Branch Locations

1040 Stony Hill Rd, Yardley, PA 19067 • United States

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

Organization	City	State	From	To
Unemployed	Bridgeport	CT	04/2016	10/2016
New York Islanders	Bridgeport	CT	10/2016	04/2017
Dallas Stars	Cedar Park	TX	10/2017	04/2018
Unemployed	Cedar Park	TX	04/2018	10/2018
Unemployed	Princeton	NJ	05/2017	10/2017
Dallas Stars	Cedar Park	TX	10/2018	04/2019
Unemployed	Princeton	NJ	04/2019	10/2019
Carolina Hurricanes	Charlotte	NC	10/2019	04/2020
Del Val Properties	Flemington	NJ	04/2020	08/2020
Unemployed	Princeton	NJ	08/2020	01/2021
Texas Stars	Cedar Park	TX	01/2021	05/2021
Unemployed	Mantoloking	NJ	05/2021	01/2022
Merrill	Pennington	NJ	01/2022	Present
Bank Of America N.A.	Yardley	PA	06/2023	Present

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-02