Karen Vanessa Tinnell

$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
SC	RA	APPROVED	2026-07-27

Branch Locations

2501 Oak St, Myrtle Beach, SC 29577 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Myrtle Beach	SC	02/2022	Present
Truist Financial	Myrtle Beach	SC	01/2021	02/2022
South State Bank	Myrtle Beach	SC	04/2020	01/2021
East Coast Mobile	Myrtle Beach	SC	03/2020	04/2020
Banco Guayaquil	Guayaquil		09/2008	09/2016
Unemployed	Myrtle Beach	SC	10/2016	02/2020
Bank Of America, N.A.	Myrtle Beach	SC	01/2026	Present

02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Myrtle Beach, SC
01/2021 → 02/2022

Truist Financial

Myrtle Beach, SC
04/2020 → 01/2021

South State Bank

Myrtle Beach, SC
03/2020 → 04/2020

East Coast Mobile

Myrtle Beach, SC
09/2008 → 09/2016

Banco Guayaquil

Guayaquil
10/2016 → 02/2020

Unemployed

Myrtle Beach, SC
01/2026 → Present

Bank Of America, N.A.

Myrtle Beach, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27