Tessa Maria Streett

$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
FL	RA	APPROVED	2022-01-06
MD	RA	APPROVED	2018-06-18
TX	RA	APPROVED	2018-06-15

Branch Locations

9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States

3400 Pawtucket Ave Global Human Resources- The Academy, Riverside, RI 02915 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	02/2018	Present
The Vitamin Shoppe	Owings Mills	MD	11/2015	Present
Carroll Community College	Westminster	MD	08/2013	12/2016
Bank Of America, N.A.	Hunt Valley	MD	04/2018	Present

02/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
11/2015 → Present

The Vitamin Shoppe

Owings Mills, MD
08/2013 → 12/2016

Carroll Community College

Westminster, MD
04/2018 → Present

Bank Of America, N.A.

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-13