Cheryl L Giustiniano

$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	2024-11-12
NY	RA	APPROVED	2024-10-15

Branch Locations

540 Montauk Hwy, West Islip, NY 11795 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Islip	NY	05/2022	Present
Citibank	Commack	NY	05/2019	05/2022
Verizon Wireless	Huntington Station	NY	09/2004	03/2019
Unemployed	Nesconset	NY	03/2019	05/2019

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Islip, NY
05/2019 → 05/2022

Citibank

Commack, NY
09/2004 → 03/2019

Verizon Wireless

Huntington Station, NY
03/2019 → 05/2019

Unemployed

Nesconset, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-12