Stephen Jastrzembski

$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
NY	RA	APPROVED	2023-01-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2022	Present
Pension Associates Retirement Planning	Stamford	CT	07/2021	08/2022
Brown Harris Stevens	New York	NY	08/2019	10/2019
Hatzel & Buehler Inc	New York	NY	12/2017	01/2018
Fairfield University Math Center	Fairfield	CT	09/2018	05/2019
Fairfield University	Fairfield	CT	09/2015	05/2019
Suny Albany	Albany	NY	08/2020	12/2020
Unemployed	Hopewell Junciton	NY	10/2019	08/2020
Robert Half	Stamford	CT	01/2021	07/2021
Hatzel & Beuhler Inc	New York	NY	06/2018	08/2018
Tee Bar Corp	Fishkill	NY	05/2017	08/2017

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2021 → 08/2022

Pension Associates Retirement Planning

Stamford, CT
08/2019 → 10/2019

Brown Harris Stevens

New York, NY
12/2017 → 01/2018

Hatzel & Buehler Inc

New York, NY
09/2018 → 05/2019

Fairfield University Math Center

Fairfield, CT
09/2015 → 05/2019

Fairfield University

Fairfield, CT
08/2020 → 12/2020

Suny Albany

Albany, NY
10/2019 → 08/2020

Unemployed

Hopewell Junciton, NY
01/2021 → 07/2021

Robert Half

Stamford, CT
06/2018 → 08/2018

Hatzel & Beuhler Inc

New York, NY
05/2017 → 08/2017

Tee Bar Corp

Fishkill, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-19