Alyssa Faith Grimando

$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	2022-08-15
NY	RA	APPROVED	2021-11-10

Branch Locations

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

Organization	City	State	From	To
Fordham University	New York	NY	08/2017	05/2021
Huntington Jewish Center - Early Childhood Center	Huntington	NY	07/2018	08/2018
Huntington Jewish Center - Early Childhood Center	Huntington	NY	06/2019	08/2019
Bank Of America	New York	NY	06/2020	08/2020
Full Time Student (Pre K - High School)	East Northport	NY	09/2002	06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2021	Present

08/2017 → 05/2021

Fordham University

New York, NY
07/2018 → 08/2018

Huntington Jewish Center - Early Childhood Center

Huntington, NY
06/2019 → 08/2019

Huntington Jewish Center - Early Childhood Center

Huntington, NY
06/2020 → 08/2020

Bank Of America

New York, NY
09/2002 → 06/2017

Full Time Student (Pre K - High School)

East Northport, NY
07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-09