Mitchell Lewis Tebon

$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	2025-12-22

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	10/2025	Present
Matthews Real Estate Investment Services	Dallas	TX	06/2023	04/2025
Merrill Lynch	Pewaukee	WI	05/2022	08/2022
Ny2La Sports	Mequon	WI	06/2018	05/2021
Northern Exposure Landscaping	Mequon	WI	05/2021	08/2021
Texas Christian University	Fort Worth	TX	08/2020	05/2024
Homestead High School	Mequon	WI	09/2016	06/2020
Unemployed	Dallas	TX	04/2025	10/2025
Unemployed	Mequon	WI	06/2015	09/2016
Bank Of America, N.A.	Dallas	TX	01/2026	Present

10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
06/2023 → 04/2025

Matthews Real Estate Investment Services

Dallas, TX
05/2022 → 08/2022

Merrill Lynch

Pewaukee, WI
06/2018 → 05/2021

Ny2La Sports

Mequon, WI
05/2021 → 08/2021

Northern Exposure Landscaping

Mequon, WI
08/2020 → 05/2024

Texas Christian University

Fort Worth, TX
09/2016 → 06/2020

Homestead High School

Mequon, WI
04/2025 → 10/2025

Unemployed

Dallas, TX
06/2015 → 09/2016

Unemployed

Mequon, WI
01/2026 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-22