Grayson S Russo

$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
NJ	RA	APPROVED	2025-03-17
TX	RA	APPROVED	2025-03-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	11/2024	Present
Unemployed	Hopewell	NJ	12/2014	07/2017
Nomad Pizza Company	Hopewell	NJ	07/2017	02/2019
The Corner Room	State College	PA	01/2022	05/2023
Northwestern Mutual	Princeton	NJ	05/2022	10/2022
Unemployed	State College	PA	02/2019	08/2019
Essential Properties Realty Trust	Princeton	NJ	06/2023	09/2023
Unemployed	Hopewell	NJ	09/2023	04/2024
St John Chimney Sweeps	Pennington	NJ	04/2024	11/2024
Dunlop Sports	Huntington Beach	CA	03/2024	09/2024
Penn State University	State College	PA	08/2019	05/2023
Mercer Oak Realty Llc	Ewing	NJ	06/2021	06/2023

11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
12/2014 → 07/2017

Unemployed

Hopewell, NJ
07/2017 → 02/2019

Nomad Pizza Company

Hopewell, NJ
01/2022 → 05/2023

The Corner Room

State College, PA
05/2022 → 10/2022

Northwestern Mutual

Princeton, NJ
02/2019 → 08/2019

Unemployed

State College, PA
06/2023 → 09/2023

Essential Properties Realty Trust

Princeton, NJ
09/2023 → 04/2024

Unemployed

Hopewell, NJ
04/2024 → 11/2024

St John Chimney Sweeps

Pennington, NJ
03/2024 → 09/2024

Dunlop Sports

Huntington Beach, CA
08/2019 → 05/2023

Penn State University

State College, PA
06/2021 → 06/2023

Mercer Oak Realty Llc

Ewing, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-14