Theadora Lamprecht

$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	2023-01-31
NY	RA	APPROVED	2023-01-30

Branch Locations

22 Bull St Gwim Chief Investment Office (Cio), Savannah, GA 31401 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2020	Present
Explo	New Haven	CT	06/2018	08/2018
Barnard Alumnae Relations Department	New York	NY	09/2017	09/2019
Bank Of America	New York	NY	06/2019	08/2019
Tasis - The American School In England	Thorpe		08/2012	06/2016
Barnard College Of Columbia University	New York	NY	07/2016	06/2020

08/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2018 → 08/2018

Explo

New Haven, CT
09/2017 → 09/2019

Barnard Alumnae Relations Department

New York, NY
06/2019 → 08/2019

Bank Of America

New York, NY
08/2012 → 06/2016

Tasis - The American School In England

Thorpe
07/2016 → 06/2020

Barnard College Of Columbia University

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-19