Emily Jean Chandlee

$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	2023-11-29
FL	RA	APPROVED	2023-08-11

Branch Locations

6311 Atrium Dr, Lakewood Ranch, FL 34202 • United States

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

Organization	City	State	From	To
Massachusetts Mutual Life Insurance Company	Springfield	MA	01/2013	12/2020
Mml Distributors Llc	Springfield	MA	01/2013	12/2020
Gwfs Equities, Inc.	Braintree	MA	01/2021	06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lakewood Ranch	FL	06/2023	Present
'EMpower Retirement	Overland Park	KS	01/2021	06/2023
Bank Of America N.A.	Lakewood Ranch	FL	08/2023	Present

01/2013 → 12/2020

Massachusetts Mutual Life Insurance Company

Springfield, MA
01/2013 → 12/2020

Mml Distributors Llc

Springfield, MA
01/2021 → 06/2023

Gwfs Equities, Inc.

Braintree, MA
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lakewood Ranch, FL
01/2021 → 06/2023

'EMpower Retirement

Overland Park, KS
08/2023 → Present

Bank Of America N.A.

Lakewood Ranch, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-09