Lance T Madris

$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	2024-02-29
NY	RA	APPROVED	2023-12-19

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	08/2022	Present
Kohl's	East Setauket	NY	06/2019	07/2022
Bj's Wholesale Club	Levittown	NY	08/2016	05/2019
Nassau Community College	Garden City	NY	08/2017	05/2019
Stony Brook University	Stony Brook	NY	08/2019	05/2021
Stony Brook University	Stony Brook	NY	08/2021	05/2022

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
06/2019 → 07/2022

Kohl's

East Setauket, NY
08/2016 → 05/2019

Bj's Wholesale Club

Levittown, NY
08/2017 → 05/2019

Nassau Community College

Garden City, NY
08/2019 → 05/2021

Stony Brook University

Stony Brook, NY
08/2021 → 05/2022

Stony Brook University

Stony Brook, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-18