Erin M Cleary

$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	2024-01-02
CT	RA	APPROVED	2023-11-15

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	Greenwich	CT	07/2022	Present
The Tricon Group	Oakland	NJ	06/2019	08/2019
My Wine And Spirits	Poughkeepsie	NY	05/2020	07/2022
Koch Communications	Stamford	CT	06/2021	08/2021
Bucknell University	Lewisburg	PA	08/2018	06/2022
Education-Convent Of The Sacred Heart (2014-2018)	Greenwich	CT	01/2013	07/2018

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT
06/2019 → 08/2019

The Tricon Group

Oakland, NJ
05/2020 → 07/2022

My Wine And Spirits

Poughkeepsie, NY
06/2021 → 08/2021

Koch Communications

Stamford, CT
08/2018 → 06/2022

Bucknell University

Lewisburg, PA
01/2013 → 07/2018

Education-Convent Of The Sacred Heart (2014-2018)

Greenwich, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-14