Drew Littwin

$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	2025-03-14
CA	RA	APPROVED	2024-10-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	09/2022	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	04/2022	07/2022
Chapman University	Orange	CA	08/2018	06/2022
Unemployed	Los Angeles	CA	09/2016	07/2018
Bank Of America, N.A.	Los Angeles	CA	01/2025	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
04/2022 → 07/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
08/2018 → 06/2022

Chapman University

Orange, CA
09/2016 → 07/2018

Unemployed

Los Angeles, CA
01/2025 → Present

Bank Of America, N.A.

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-14

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