Todd Patrick Galeota

$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
SC	RA	APPROVED	2020-11-18
TX	RA	APPROVED	2017-08-15
NC	RA	APPROVED	2017-03-13

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Charlotte	NC	04/2009	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	11/2016	Present

04/2009 → Present

Bank Of America, N.A.

Charlotte, NC
11/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-10

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