Rachel Boylan

$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	2024-01-31
WI	RA	APPROVED	2023-11-30

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mequon	WI	05/2022	Present
Beacon Business Group	Milwaukee	WI	10/2018	05/2022
Von Briesen & Roper, S.c.	Milwaukee	WI	10/2016	10/2018
Padway & Padway, Ltd.	Milwaukee	WI	04/2013	10/2016
Barre District Milwaukee Llc	Milwaukee	WI	03/2017	01/2018

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mequon, WI
10/2018 → 05/2022

Beacon Business Group

Milwaukee, WI
10/2016 → 10/2018

Von Briesen & Roper, S.c.

Milwaukee, WI
04/2013 → 10/2016

Padway & Padway, Ltd.

Milwaukee, WI
03/2017 → 01/2018

Barre District Milwaukee Llc

Milwaukee, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-29

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