Bryan Torres

$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	2024-05-15
NY	RA	APPROVED	2024-04-05

Branch Locations

218 4Th Ave, Brooklyn, NY 11217 • United States

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

Organization	City	State	From	To
Publix Super Markets, Inc.	Lakeland	FL	02/2009	04/2022
Tom James Company	Maitland	FL	09/2020	02/2021
Sh Hotels & Resorts	Miami Beach	FL	03/2021	11/2021
University Of Central Florida	Orlando	FL	08/2016	07/2020
Charles Schwab Corporation	Orlando	FL	04/2022	07/2022
Ubs Financial Services, Inc.	Weehawken	NJ	07/2022	03/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brooklyn	NY	03/2024	Present
Polk State College	Winter Haven	FL	05/2012	12/2020
Bank Of America, N.A.	Brooklyn	NY	03/2024	Present

02/2009 → 04/2022

Publix Super Markets, Inc.

Lakeland, FL
09/2020 → 02/2021

Tom James Company

Maitland, FL
03/2021 → 11/2021

Sh Hotels & Resorts

Miami Beach, FL
08/2016 → 07/2020

University Of Central Florida

Orlando, FL
04/2022 → 07/2022

Charles Schwab Corporation

Orlando, FL
07/2022 → 03/2024

Ubs Financial Services, Inc.

Weehawken, NJ
03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brooklyn, NY
05/2012 → 12/2020

Polk State College

Winter Haven, FL
03/2024 → Present

Bank Of America, N.A.

Brooklyn, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-24

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