Anthony Dean Trill

$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	2026-08-07
NJ	RA	APPROVED	2026-08-06

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	04/2026	Present
City Of Asbury Park	Asbury Park	NJ	05/2019	10/2021
Iron Whale	Asbury Park	NJ	09/2020	10/2021
Taka Restaurant	Asbury Park	NJ	10/2021	09/2023
Seaview Auto Corp	Ocean Township	NJ	09/2023	04/2025
Primed Pharmaceuticals	Eatontown	NJ	04/2025	09/2025
Unemployed	Asbury Park	NJ	09/2025	10/2025
Integrated Financial Concepts	Red Bank	NJ	10/2025	03/2026
Unemployed	Asbury Park	NJ	03/2026	04/2026
Jackson Memorial High School	Jackson	NJ	09/2016	06/2020
Brookdale Community College	Lincroft	NJ	09/2020	05/2023
Unemployed	Jackson	NJ	05/2016	09/2016

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2019 → 10/2021

City Of Asbury Park

Asbury Park, NJ
09/2020 → 10/2021

Iron Whale

Asbury Park, NJ
10/2021 → 09/2023

Taka Restaurant

Asbury Park, NJ
09/2023 → 04/2025

Seaview Auto Corp

Ocean Township, NJ
04/2025 → 09/2025

Primed Pharmaceuticals

Eatontown, NJ
09/2025 → 10/2025

Unemployed

Asbury Park, NJ
10/2025 → 03/2026

Integrated Financial Concepts

Red Bank, NJ
03/2026 → 04/2026

Unemployed

Asbury Park, NJ
09/2016 → 06/2020

Jackson Memorial High School

Jackson, NJ
09/2020 → 05/2023

Brookdale Community College

Lincroft, NJ
05/2016 → 09/2016

Unemployed

Jackson, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-05