Harpartap Singh Boyal

$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
PA	RA	APPROVED	2024-08-30
TX	RA	APPROVED	2023-11-14
NY	RA	APPROVED	2023-10-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brooklyn	NY	07/2023	Present
Mart's Liquor	Mt. Holly	NJ	06/2017	06/2022
Sanghera Transport Llc	Bridgeton	NJ	06/2021	08/2021
Bank Of America	New York City	NJ	06/2022	08/2022
Shoprite	Hainesport	NJ	11/2018	06/2019
Rutgers University	New Brunswick	NJ	09/2019	05/2023
Unemployed	Lumberton	NJ	01/2012	06/2017
Bank Of America, N.A.	Brooklyn	NY	09/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brooklyn, NY
06/2017 → 06/2022

Mart's Liquor

Mt. Holly, NJ
06/2021 → 08/2021

Sanghera Transport Llc

Bridgeton, NJ
06/2022 → 08/2022

Bank Of America

New York City, NJ
11/2018 → 06/2019

Shoprite

Hainesport, NJ
09/2019 → 05/2023

Rutgers University

New Brunswick, NJ
01/2012 → 06/2017

Unemployed

Lumberton, NJ
09/2023 → Present

Bank Of America, N.A.

Brooklyn, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-20

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