Nicholas Brian Chambers

$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	2023-03-30
NJ	RA	APPROVED	2023-03-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2022	Present
Tcnj	Ewing	NJ	08/2020	05/2022
A&S Pizzeria	Howell	NJ	12/2016	08/2020
Howell High School / Howell Middle School North	Farmingdale	NJ	01/2012	06/2018
Doordash	Howell	NJ	06/2018	10/2022
The College Of New Jersey	Ewing	NJ	08/2018	05/2022

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2020 → 05/2022

Tcnj

Ewing, NJ
12/2016 → 08/2020

A&S Pizzeria

Howell, NJ
01/2012 → 06/2018

Howell High School / Howell Middle School North

Farmingdale, NJ
06/2018 → 10/2022

Doordash

Howell, NJ
08/2018 → 05/2022

The College Of New Jersey

Ewing, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-24