John James Mcnulty

$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	2024-11-18
CA	RA	APPROVED	2024-09-02

Branch Locations

100 Spectrum Center Dr, Irvine, CA 92618 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	06/2022	Present
Allstate Insurance Company	Irvine	CA	01/2021	05/2022
Lyft	Satna Anna	CA	10/2019	03/2020
California State University, Fullerton	Fullerton	CA	08/2016	05/2022
Doordash	San Jose	CA	06/2016	08/2017

06/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
01/2021 → 05/2022

Allstate Insurance Company

Irvine, CA
10/2019 → 03/2020

Lyft

Satna Anna, CA
08/2016 → 05/2022

California State University, Fullerton

Fullerton, CA
06/2016 → 08/2017

Doordash

San Jose, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-30