Ramona D Gerber

$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	2025-03-31
CA	RA	APPROVED	2025-03-03

Branch Locations

555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	08/2022	Present
Four Star Realty	Boulder	CO	06/2021	07/2022
University Of Colorado Boulder	Boulder	CO	08/2017	05/2021
Menlo Atherton High School	Menlo Park	CA	08/2013	06/2017

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
06/2021 → 07/2022

Four Star Realty

Boulder, CO
08/2017 → 05/2021

University Of Colorado Boulder

Boulder, CO
08/2013 → 06/2017

Menlo Atherton High School

Menlo Park, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-28