Agron Mete Bruncaj

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-26

Branch Locations

730 Third Avenue Nyc Regional, New York, NY 10017 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	White Plains	NY	09/2018	09/2020
Bank Of America, N.A.	White Plains	NY	09/2018	09/2020
Citibank	White Plains	NY	06/2017	08/2018
Westchester Community College Student	Valhalla	NY	01/2008	05/2018
Rem Residential	New York	NY	06/2012	05/2017
People's United Bank	Avenue Scarsdale	NY	10/2016	11/2016
J.P. Morgan Securities, Llc	Bronx	NY	09/2020	06/2021
J.P. Morgan Chase Bank, N.A.	Bronx	NY	09/2020	06/2021
Tiaa-Cref Individual & Institutional Services, Llc	Crompond	NY	07/2022	Present
Tiaa	Crompond	NY	07/2022	Present
Fieldpoint Private Bank And Trust	Greenwich	CT	06/2021	02/2022
Unemployed	Crompond	NY	02/2022	07/2022

09/2018 → 09/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY
09/2018 → 09/2020

Bank Of America, N.A.

White Plains, NY
06/2017 → 08/2018

Citibank

White Plains, NY
01/2008 → 05/2018

Westchester Community College Student

Valhalla, NY
06/2012 → 05/2017

Rem Residential

New York, NY
10/2016 → 11/2016

People's United Bank

Avenue Scarsdale, NY
09/2020 → 06/2021

J.P. Morgan Securities, Llc

Bronx, NY
09/2020 → 06/2021

J.P. Morgan Chase Bank, N.A.

Bronx, NY
07/2022 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Crompond, NY
07/2022 → Present

Tiaa

Crompond, NY
06/2021 → 02/2022

Fieldpoint Private Bank And Trust

Greenwich, CT
02/2022 → 07/2022

Unemployed

Crompond, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-07