Andrew Anthony Cuffaro

$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
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2018-09-05
CT	RA	APPROVED	2018-08-22

Branch Locations

1325 Franklin Ave, Garden City, NY 11530 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	06/2017	Present
Modell's Sporting Goods	Farmingdale	NY	10/2014	06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Garden City	NY	08/2016	11/2016
Farmingdale State College	Farmingdale	NY	08/2014	12/2017

06/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
10/2014 → 06/2017

Modell's Sporting Goods

Farmingdale, NY
08/2016 → 11/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY
08/2014 → 12/2017

Farmingdale State College

Farmingdale, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-21