Julieanie Rodriguez

$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	2023-06-28
RI	RA	APPROVED	2023-06-09

Branch Locations

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	11/2022	Present
Pawtucket School District	Pawtucket	RI	02/2022	10/2022
Mcdonalds	Seekonk	MA	01/2022	02/2022
Smart Green Solar	Providence	RI	11/2021	01/2022
Unemployed	Pawtucket	RI	03/2021	09/2021
Allied Universal	Providence	RI	08/2019	02/2021
Amazon Warehouse	Providence	RI	10/2019	11/2021
Community College Of Ri	Providence	RI	09/2019	05/2021
E-3 Academy	Providence	RI	09/2015	06/2019
Wendys	Providence	RI	07/2017	07/2019
Boys And Girls Club	Providence	RI	07/2017	08/2017
Bank Of America, N.A.	Lincoln	RI	03/2025	Present

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
02/2022 → 10/2022

Pawtucket School District

Pawtucket, RI
01/2022 → 02/2022

Mcdonalds

Seekonk, MA
11/2021 → 01/2022

Smart Green Solar

Providence, RI
03/2021 → 09/2021

Unemployed

Pawtucket, RI
08/2019 → 02/2021

Allied Universal

Providence, RI
10/2019 → 11/2021

Amazon Warehouse

Providence, RI
09/2019 → 05/2021

Community College Of Ri

Providence, RI
09/2015 → 06/2019

E-3 Academy

Providence, RI
07/2017 → 07/2019

Wendys

Providence, RI
07/2017 → 08/2017

Boys And Girls Club

Providence, RI
03/2025 → Present

Bank Of America, N.A.

Lincoln, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-08