Zachary N Sosaya

$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	2023-06-14
NM	RA	APPROVED	2023-05-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Las Cruces	NM	01/2023	Present
Bkf Management, P.C.	Las Cruces	NM	12/2022	01/2023
Wells Fargo	Silver City	NM	03/2018	11/2022
Walgreens	Silver City	NM	09/2016	02/2018
Bealls	Silver City	NM	03/2016	10/2016
Ashworth College	Norcross	GA	12/2018	11/2020
Bank Of America, N.A.	Las Cruces	NM	03/2023	Present

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Las Cruces, NM
12/2022 → 01/2023

Bkf Management, P.C.

Las Cruces, NM
03/2018 → 11/2022

Wells Fargo

Silver City, NM
09/2016 → 02/2018

Walgreens

Silver City, NM
03/2016 → 10/2016

Bealls

Silver City, NM
12/2018 → 11/2020

Ashworth College

Norcross, GA
03/2023 → Present

Bank Of America, N.A.

Las Cruces, NM

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-03