David Lyden Hronich

$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
NC	RA	APPROVED	2026-08-24

Branch Locations

700 College Rd, Greensboro, NC 27410 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greensboro	NC	07/2025	Present
Barbershop Landscaping	Greensboro	NC	03/2021	07/2025
Triangle Carpet Cleaners	Greensboro	NC	06/2020	08/2020
Roto-Rooter Plumbing	Greensboro	NC	12/2024	01/2025
Unemployed	High Point	NC	01/2015	03/2021
Liberty University	Lynchburg	VA	08/2023	05/2025
Guilford Technical Community College	High Point	NC	08/2021	05/2023
Bank Of America, N.A.	Greensboro	NC	08/2026	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greensboro, NC
03/2021 → 07/2025

Barbershop Landscaping

Greensboro, NC
06/2020 → 08/2020

Triangle Carpet Cleaners

Greensboro, NC
12/2024 → 01/2025

Roto-Rooter Plumbing

Greensboro, NC
01/2015 → 03/2021

Unemployed

High Point, NC
08/2023 → 05/2025

Liberty University

Lynchburg, VA
08/2021 → 05/2023

Guilford Technical Community College

High Point, NC
08/2026 → Present

Bank Of America, N.A.

Greensboro, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-06