Kaylani Jaylisse Santiago

$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
NJ	RA	APPROVED	2023-07-11
TX	RA	APPROVED	2023-07-11

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	01/2023	Present
Five Guys	South Plainfield	NJ	10/2018	05/2019
Stop And Shop	Edison	NJ	08/2020	08/2022
Cedarbrook Day Camp	Somerset	NJ	06/2021	08/2021
B-Ms Federal Credit Union	New Brunswick	NJ	04/2022	01/2023
Unemployed	Edison	NJ	01/2013	10/2018
Unemployed	Edison	NJ	05/2019	08/2020
New Frontier Group Inc.	North Brunswick	NJ	02/2022	03/2022
Amazon.cOm Inc.	Edison	NJ	10/2021	12/2021
Bank Of America, N.A.	Pennington	NJ	02/2025	Present

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
10/2018 → 05/2019

Five Guys

South Plainfield, NJ
08/2020 → 08/2022

Stop And Shop

Edison, NJ
06/2021 → 08/2021

Cedarbrook Day Camp

Somerset, NJ
04/2022 → 01/2023

B-Ms Federal Credit Union

New Brunswick, NJ
01/2013 → 10/2018

Unemployed

Edison, NJ
05/2019 → 08/2020

Unemployed

Edison, NJ
02/2022 → 03/2022

New Frontier Group Inc.

North Brunswick, NJ
10/2021 → 12/2021

Amazon.cOm Inc.

Edison, NJ
02/2025 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-07