Garrett N Uhlir

$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	2026-08-19
IL	RA	APPROVED	2026-07-30

Branch Locations

105 N Halsted St, Chicago, IL 60661 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	05/2026	Present
Flyer Enterprises	Dayton	OH	08/2023	05/2026
Equitable Advisors	Cleveland	OH	05/2025	08/2025
Oatey Co.	Cleveland	OH	06/2024	08/2024
Rollins Inc.	Chagrin Falls	OH	02/2023	08/2023
Monven Group	Chagrin Falls	OH	01/2022	01/2026
Waterway Carwash	Aurora	OH	02/2021	01/2022
Unemployed	Chagrin Falls	OH	03/2004	08/2018
Kenston Schools	Chagrin Falls	OH	08/2018	05/2022
University Of Dayton	Dayton	OH	08/2022	05/2026
Bank Of America, N.A.	Chicago	IL	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2023 → 05/2026

Flyer Enterprises

Dayton, OH
05/2025 → 08/2025

Equitable Advisors

Cleveland, OH
06/2024 → 08/2024

Oatey Co.

Cleveland , OH
02/2023 → 08/2023

Rollins Inc.

Chagrin Falls, OH
01/2022 → 01/2026

Monven Group

Chagrin Falls, OH
02/2021 → 01/2022

Waterway Carwash

Aurora, OH
03/2004 → 08/2018

Unemployed

Chagrin Falls , OH
08/2018 → 05/2022

Kenston Schools

Chagrin Falls , OH
08/2022 → 05/2026

University Of Dayton

Dayton, OH
07/2026 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-30

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