Tammy Pan

$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	2018-04-18
MD	RA	APPROVED	2018-04-16

Branch Locations

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

Organization	City	State	From	To
Panco Realty Company	Rockville	MD	06/2016	05/2017
Suntrust Investment Services, Inc	Atlanta	GA	07/2017	02/2018
Suntrust Advisory Services, Inc	Atlanta	GA	01/2018	02/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	03/2018	Present

06/2016 → 05/2017

Panco Realty Company

Rockville, MD
07/2017 → 02/2018

Suntrust Investment Services, Inc

Atlanta, GA
01/2018 → 02/2018

Suntrust Advisory Services, Inc

Atlanta, GA
03/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-27

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