Karina Rajput

$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
NJ	RA	APPROVED	2025-01-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	07/2024	Present
Jp Morgan	Jersey City	NJ	06/2022	08/2022
New Jersey Department Of Labor	Trenton	NJ	06/2021	08/2021
Stop And Shop	South Brunswick	NJ	04/2021	06/2021
Gymboree	Princeton	NJ	07/2021	07/2021
Bank Of America	Hopewell	NJ	06/2023	08/2023
Rutgers	Piscataway	NJ	09/2021	10/2023
South Brunswick	Monmouth Junction	NJ	08/2016	05/2020
Crossroads North Middle School	Monmouth Junction	NJ	08/2014	05/2016
Rutgers University	Newark	NJ	08/2020	05/2024

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2022 → 08/2022

Jp Morgan

Jersey City, NJ
06/2021 → 08/2021

New Jersey Department Of Labor

Trenton, NJ
04/2021 → 06/2021

Stop And Shop

South Brunswick, NJ
07/2021 → 07/2021

Gymboree

Princeton, NJ
06/2023 → 08/2023

Bank Of America

Hopewell, NJ
09/2021 → 10/2023

Rutgers

Piscataway, NJ
08/2016 → 05/2020

South Brunswick

Monmouth Junction, NJ
08/2014 → 05/2016

Crossroads North Middle School

Monmouth Junction, NJ
08/2020 → 05/2024

Rutgers University

Newark, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-17