Neil Olmstead

$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
TX	RA	APPROVED	2018-02-16
FL	RA	APPROVED	2017-10-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	01/2017	Present
Casimir French Bistro	Boca Raton	FL	06/2016	11/2016
Bank Of America	Deerfield Beach	FL	10/2015	01/2017
Bank Of America, N.A.	Boca Raton	FL	11/2017	Present

01/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
06/2016 → 11/2016

Casimir French Bistro

Boca Raton, FL
10/2015 → 01/2017

Bank Of America

Deerfield Beach, FL
11/2017 → Present

Bank Of America, N.A.

Boca Raton, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-05

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