Bryan Horst Pinedo

$5.15B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-26

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2022	Present
Optima Fund Management	New York	NY	09/2021	11/2022
Cerulli Associates	Boston	MA	09/2019	09/2021
Definitive Healthcare	Framingham	MA	06/2018	08/2018
Boston College Recreation Complex	Chestnut Hill	MA	08/2017	05/2018
Miami Beach Golf Club	Miami Beach	FL	06/2017	08/2017
Boston College	Chestnut Hill	MA	08/2018	07/2019
Boston College	Chestnut Hill	MA	08/2015	05/2019
Jefferies Llc	New York	NY	02/2025	Present

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2021 → 11/2022

Optima Fund Management

New York, NY
09/2019 → 09/2021

Cerulli Associates

Boston, MA
06/2018 → 08/2018

Definitive Healthcare

Framingham, MA
08/2017 → 05/2018

Boston College Recreation Complex

Chestnut Hill, MA
06/2017 → 08/2017

Miami Beach Golf Club

Miami Beach, FL
08/2018 → 07/2019

Boston College

Chestnut Hill, MA
08/2015 → 05/2019

Boston College

Chestnut Hill, MA
02/2025 → Present

Jefferies Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-19

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