Chelsea Carbajal

$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	2026-07-13

Branch Locations

One Bryant Park, New York, NY 10036 • 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	07/2018	Present
Wagenr College	Staten Island	NY	08/2015	05/2019
Kohls	Staten Island	NY	06/2018	07/2018
Dave & Busters	Staten Island	NY	07/2018	07/2018
Starbucks	Staten Island	NY	06/2018	08/2018
Stop & Shop	Staten Island	NY	05/2017	08/2017
Applebee'S	Staten Island	NY	09/2015	05/2018

07/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2015 → 05/2019

Wagenr College

Staten Island, NY
06/2018 → 07/2018

Kohls

Staten Island, NY
07/2018 → 07/2018

Dave & Busters

Staten Island, NY
06/2018 → 08/2018

Starbucks

Staten Island, NY
05/2017 → 08/2017

Stop & Shop

Staten Island, NY
09/2015 → 05/2018

Applebee'S

Staten Island, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-13

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