Joseph Boo-young Chwe

$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
NY	RA	APPROVED	2026-07-30

Branch Locations

401 Main St, Armonk, NY 10504 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Armonk	NY	05/2026	Present
Td Bank	Scarsdale	NY	10/2022	05/2026
Shoprite Supermarkets	Yonkers	NY	03/2020	10/2022
Yonkers Middle High School	Yonkers	NY	09/2017	06/2021
William Boyce Thompson School	Yonkers	NY	09/2015	06/2017
Iona University	New Rochelle	NY	06/2021	06/2025
Bank Of America, N.A.	Armonk	NY	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Armonk, NY
10/2022 → 05/2026

Td Bank

Scarsdale, NY
03/2020 → 10/2022

Shoprite Supermarkets

Yonkers, NY
09/2017 → 06/2021

Yonkers Middle High School

Yonkers, NY
09/2015 → 06/2017

William Boyce Thompson School

Yonkers, NY
06/2021 → 06/2025

Iona University

New Rochelle, NY
07/2026 → Present

Bank Of America, N.A.

Armonk, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-30