Carli R. Weisberg

$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	2023-01-18
NY	RA	APPROVED	2022-12-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2022	Present
University Of Virginia	Charlottesville	VA	08/2018	05/2022
Axyz	San Francisco	CA	06/2021	08/2021
Odoro Inc.	New York	NY	06/2020	08/2020
Suffern High School	Suffern	NY	09/2014	06/2018
Bank Of America, N.A.	New York	NY	10/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2018 → 05/2022

University Of Virginia

Charlottesville, VA
06/2021 → 08/2021

Axyz

San Francisco, CA
06/2020 → 08/2020

Odoro Inc.

New York, NY
09/2014 → 06/2018

Suffern High School

Suffern, NY
10/2022 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-01

Nearby Firms