William Amaya

$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	2025-05-30
NY	RA	APPROVED	2025-05-13

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Brooklyn	NY	11/2019	11/2023
Trump National Doral	Doral	FL	09/2018	07/2019
Miami Dade College	Miami	FL	12/2013	06/2018
Citigroup	Miami	FL	10/2017	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2019	Present
Independent Securing Services	Miami	FL	03/2013	01/2017
Miami Dade College	Miami	FL	02/2017	09/2017
Citi Bank	Miami Beach	FL	08/2019	10/2019

11/2019 → 11/2023

Bank Of America, N.A.

Brooklyn, NY
09/2018 → 07/2019

Trump National Doral

Doral, FL
12/2013 → 06/2018

Miami Dade College

Miami, FL
10/2017 → 05/2018

Citigroup

Miami, FL
11/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
03/2013 → 01/2017

Independent Securing Services

Miami, FL
02/2017 → 09/2017

Miami Dade College

Miami, FL
08/2019 → 10/2019

Citi Bank

Miami Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-12