Sean M Stamp

$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	2023-04-14
RI	RA	APPROVED	2023-01-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	09/2022	Present
Brickleys Ice Cream	Narragansett	RI	06/2012	10/2018
Newport Country Club	Newport	RI	06/2017	09/2022
University Of Rhode Island	Kingston	RI	09/2017	04/2021
North Kingstown High School	North Kingstown	RI	09/2013	06/2017
Bank Of America N.A.	Providence	RI	10/2022	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
06/2012 → 10/2018

Brickleys Ice Cream

Narragansett, RI
06/2017 → 09/2022

Newport Country Club

Newport, RI
09/2017 → 04/2021

University Of Rhode Island

Kingston, RI
09/2013 → 06/2017

North Kingstown High School

North Kingstown, RI
10/2022 → Present

Bank Of America N.A.

Providence, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-20