Carl Wyatt Crespi

$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
VA	RA	APPROVED	2026-08-26

Branch Locations

999 Waterside Dr, Norfolk, VA 23510 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Norfolk	VA	05/2026	Present
Upnext Sports	Charlotte	NC	02/2026	04/2026
Wake Forest University	Winston-Salem	NC	05/2020	01/2026
South Fork Lodge	Swan Valley	ID	09/2025	11/2025
Next Level Flag Football	Concord	CA	01/2018	06/2023
De La Salle Highschool	Concord	CA	09/2015	05/2020
Bank Of America, N.A.	Norfolk	VA	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Norfolk, VA
02/2026 → 04/2026

Upnext Sports

Charlotte, NC
05/2020 → 01/2026

Wake Forest University

Winston-Salem, NC
09/2025 → 11/2025

South Fork Lodge

Swan Valley, ID
01/2018 → 06/2023

Next Level Flag Football

Concord, CA
09/2015 → 05/2020

De La Salle Highschool

Concord, CA
07/2026 → Present

Bank Of America, N.A.

Norfolk, VA

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