Allan Mathew Abraham

$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	2026-07-31

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	Fort Worth	TX	04/2026	Present
Thermo Fisher Scientific	Richardson	TX	01/2023	04/2023
Amensys	Lewisville	TX	01/2024	03/2025
Allen Public High School	Allen	TX	01/2016	06/2019
University Of Texas At Dallas	Richardson	TX	08/2019	12/2023
Unemployed	Allen	TX	03/2025	03/2026

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
01/2023 → 04/2023

Thermo Fisher Scientific

Richardson, TX
01/2024 → 03/2025

Amensys

Lewisville, TX
01/2016 → 06/2019

Allen Public High School

Allen, TX
08/2019 → 12/2023

University Of Texas At Dallas

Richardson, TX
03/2025 → 03/2026

Unemployed

Allen, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-31

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