Alec Maraio

$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	2023-01-27
NJ	RA	APPROVED	2023-01-18

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	07/2022	Present
Monmouth University	West Long Branch	NJ	09/2018	05/2022
Howell High School	Howell	NJ	01/2015	06/2018
Round Pie	Staten Island	NY	06/2020	01/2021
Bank Of America, N.A.	Pennington	NJ	04/2024	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2018 → 05/2022

Monmouth University

West Long Branch, NJ
01/2015 → 06/2018

Howell High School

Howell, NJ
06/2020 → 01/2021

Round Pie

Staten Island, NY
04/2024 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-22