Dominic Matthew Digiorgio

$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	2023-10-30
NC	RA	APPROVED	2023-09-08

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	04/2022	Present
Walsh Group - Archer Western Construction	Charlotte	NC	02/2021	04/2022
Echo Global Logistics	Chicago	IL	06/2017	03/2019
Unemployed	Darien	IL	02/2019	02/2021
Unemployed	Darien	IL	07/2016	06/2017

04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
02/2021 → 04/2022

Walsh Group - Archer Western Construction

Charlotte, NC
06/2017 → 03/2019

Echo Global Logistics

Chicago, IL
02/2019 → 02/2021

Unemployed

Darien, IL
07/2016 → 06/2017

Unemployed

Darien, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-29

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