Kiyla Monae Peterson

$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	2025-03-28
NJ	RA	APPROVED	2025-03-27

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
Federal Emergency Management Agency	Frankfort	KY	02/2023	04/2024
Federal Emergency Agency	East Windsor	NJ	02/2023	09/2023
Bergen New Bridge Medical Center	Paramus	NJ	12/2020	05/2022
Kindercare	Fairless Hills	PA	07/2022	09/2022
Ewing Municipal Health Department	Ewing	NJ	05/2019	08/2019
Ewing High School	Ewing	NJ	09/2014	06/2018
The College Of New Jersey	Ewing	NJ	05/2018	05/2023

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
02/2023 → 04/2024

Federal Emergency Management Agency

Frankfort, KY
02/2023 → 09/2023

Federal Emergency Agency

East Windsor, NJ
12/2020 → 05/2022

Bergen New Bridge Medical Center

Paramus, NJ
07/2022 → 09/2022

Kindercare

Fairless Hills, PA
05/2019 → 08/2019

Ewing Municipal Health Department

Ewing, NJ
09/2014 → 06/2018

Ewing High School

Ewing, NJ
05/2018 → 05/2023

The College Of New Jersey

Ewing, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-25