Zannah Peyton Russell

$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	2026-08-26

Branch Locations

800 Capitol St, Houston, TX 77002 • United States

800 Capitol St Adp-Home Office, Houston, TX 77002 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	04/2026	Present
Tannos Development Group	Friendswood	TX	06/2025	08/2025
Nxtlvl Marine	Fort Worth	TX	06/2022	08/2023
The Woodlands Church	The Woodlands	TX	08/2021	06/2022
Texas Christian University	Fort Worth	TX	08/2022	12/2023
Texas A&M University	College Station	TX	01/2024	12/2025
Unemployed	Spring	TX	05/2016	06/2022
Unemployed	League City	TX	12/2025	05/2026
Bank Of America, N.A.	Houston	TX	06/2026	Present

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
06/2025 → 08/2025

Tannos Development Group

Friendswood, TX
06/2022 → 08/2023

Nxtlvl Marine

Fort Worth, TX
08/2021 → 06/2022

The Woodlands Church

The Woodlands, TX
08/2022 → 12/2023

Texas Christian University

Fort Worth, TX
01/2024 → 12/2025

Texas A&M University

College Station, TX
05/2016 → 06/2022

Unemployed

Spring, TX
12/2025 → 05/2026

Unemployed

League City, TX
06/2026 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-26