Victoria De Alba

$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
AK	RA	APPROVED	2026-05-12

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	Anchorage	AK	08/2022	Present
Brewin Dolphin	London		05/2020	10/2021
Unemployed	Anchorage	AK	10/2021	08/2022
Brettells Auctioneers	Newport		08/2019	05/2020
Unemployed	N/A		03/2019	08/2019
Citi Private Bank	New York	NY	03/2018	03/2019
Unemployed/Studying	N/A		07/2012	03/2018

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Anchorage, AK
05/2020 → 10/2021

Brewin Dolphin

London
10/2021 → 08/2022

Unemployed

Anchorage, AK
08/2019 → 05/2020

Brettells Auctioneers

Newport
03/2019 → 08/2019

Unemployed

N/A
03/2018 → 03/2019

Citi Private Bank

New York, NY
07/2012 → 03/2018

Unemployed/Studying

N/A

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-12

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