Allyson L Brown

$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	2023-11-14
VA	RA	APPROVED	2023-10-11

Branch Locations

110 Franklin Rd Se, Roanoke, VA 24011 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Roanoke	VA	10/2022	Present
First Bank Va	Roanoke	VA	02/2021	10/2022
Unemployed	Roanoke	VA	01/2020	02/2021
Mill Mountain Coffee & Tea	Raonoke	VA	09/2015	01/2020
John Edwards Virginia State Senator	Roanoke	VA	09/2019	11/2019
Virginia Commonwealth University	Richmond	VA	08/2017	07/2020

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Roanoke, VA
02/2021 → 10/2022

First Bank Va

Roanoke, VA
01/2020 → 02/2021

Unemployed

Roanoke, VA
09/2015 → 01/2020

Mill Mountain Coffee & Tea

Raonoke, VA
09/2019 → 11/2019

John Edwards Virginia State Senator

Roanoke, VA
08/2017 → 07/2020

Virginia Commonwealth University

Richmond, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-10