John Kilian

$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	2019-08-23
MD	RA	APPROVED	2018-02-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	09/2017	Present
Grand Hyatt Washington	Washington	DC	05/2012	08/2017
Bank Of America, N.A.	North Bethesda	MD	05/2018	Present

09/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
05/2012 → 08/2017

Grand Hyatt Washington

Washington, DC
05/2018 → Present

Bank Of America, N.A.

North Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-01

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