Paul Edward Oberst

$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	2023-11-14
GA	RA	APPROVED	2023-10-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	08/2023	Present
Moe's Barbeque	Auburn	AL	08/2021	12/2021
Alliance Cost Containment	Louisville	KY	05/2020	08/2020
Auburn University	Auburn	AL	08/2017	12/2021
Saint Xavier High School	Louisville	KY	08/2013	05/2017
Unemployed	Louisville	KY	12/2021	08/2022
Bennett's Gas	Taylorsville	KY	05/2017	08/2017
Professional Pool Management	Louisville	KY	05/2018	08/2018
Bank Of America	Atlanta	GA	08/2022	08/2023
Edward Neutz Sons & Daughters Moving	Louisville	KY	05/2019	08/2019
Collegiate Bed Lofts	Auburn	AL	07/2021	08/2021

08/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
08/2021 → 12/2021

Moe's Barbeque

Auburn, AL
05/2020 → 08/2020

Alliance Cost Containment

Louisville, KY
08/2017 → 12/2021

Auburn University

Auburn, AL
08/2013 → 05/2017

Saint Xavier High School

Louisville, KY
12/2021 → 08/2022

Unemployed

Louisville, KY
05/2017 → 08/2017

Bennett's Gas

Taylorsville, KY
05/2018 → 08/2018

Professional Pool Management

Louisville, KY
08/2022 → 08/2023

Bank Of America

Atlanta, GA
05/2019 → 08/2019

Edward Neutz Sons & Daughters Moving

Louisville, KY
07/2021 → 08/2021

Collegiate Bed Lofts

Auburn, AL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-05

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