Allyssa Ann Clayworth

$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	2026-06-05
CA	RA	APPROVED	2026-05-01

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	Sacramento	CA	08/2022	Present
Unemployed	Lodi	CA	07/2022	07/2022
Woodbridge Golf & Country Club	Woodbridge	CA	03/2022	06/2022
Sycamore Lane Kennels	Lodi	CA	04/2021	06/2022
Unemployed	Lodi	CA	02/2016	03/2021
California State University, Sacramento	Sacramento	CA	08/2023	05/2025
San Joaquin Delta College	Stockton	CA	06/2021	05/2023

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sacramento, CA
07/2022 → 07/2022

Unemployed

Lodi, CA
03/2022 → 06/2022

Woodbridge Golf & Country Club

Woodbridge, CA
04/2021 → 06/2022

Sycamore Lane Kennels

Lodi, CA
02/2016 → 03/2021

Unemployed

Lodi, CA
08/2023 → 05/2025

California State University, Sacramento

Sacramento, CA
06/2021 → 05/2023

San Joaquin Delta College

Stockton, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-01

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