Satya Ekambaram Narayana Reddy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 03/2020 → Present
  C2 Education
  Princeton, NJ
• 09/2024 → 02/2025
  Rider University
  Lawrenceville, NJ
• 01/2018 → 04/2020
  Bamboo Shoots Llc
  Princeton, NJ
• 04/2017 → 02/2018
  Lux Mentis, Inc.
  Fort Worth, NJ
• 01/2015 → 12/2016
  University Of Texas At Arlington
  Arlington, TX
• 02/2020 → 08/2021
  Mercer County Community College James Kerney Campus Gallery
  Trenton, NJ
• 12/2016 → 04/2017
  University Of Texas At Arlington
  Arlington, TX

Other Businesses

I*2219273 Entity Type: Entity For Profit Name of OBA: C2 Education Address: Princeton, New Jersey, 08540 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/03/2020 Number of Hours: 16, Weekly Number of Hours during trading: 0, Weekly Duties: I'm a Math & Physics instructor at C2 Education. I*2228258 Entity Type: Entity For Profit Name of OBA: Personal Tutor Address: Lawrenceville, New Jersey, 08648 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/06/2023 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Personal tutor to high school students

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Satya Reddy