Zeiry Elise Barillas

$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	2025-09-17
CA	RA	APPROVED	2025-08-13

Branch Locations

2998 Douglas Blvd, Roseville, CA 95661 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Roseville	CA	12/2019	Present
Wells Fargo	Orangevale	CA	11/2018	12/2019
Target	Folsom	CA	11/2017	11/2018
Mcdonald's	Citrus Heights	CA	08/2017	10/2017
Mrs. Field's Cookies	Citrus Heights	CA	09/2016	08/2017
Sacramento State University	Sacramento	CA	08/2017	05/2021
San Juan High School	Citrus Heights	CA	08/2013	05/2017

12/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Roseville, CA
11/2018 → 12/2019

Wells Fargo

Orangevale, CA
11/2017 → 11/2018

Target

Folsom, CA
08/2017 → 10/2017

Mcdonald's

Citrus Heights, CA
09/2016 → 08/2017

Mrs. Field's Cookies

Citrus Heights, CA
08/2017 → 05/2021

Sacramento State University

Sacramento, CA
08/2013 → 05/2017

San Juan High School

Citrus Heights, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-12