George John Di Biase

$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	2021-03-30
NJ	RA	APPROVED	2021-03-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	07/2020	Present
Fairleigh Dickinson University	Madison	NJ	08/2015	05/2020
Baumgardner House Lifting	Egg Harbor Township	NJ	05/2017	08/2017
Icona Golden Inn	Avalon	NJ	05/2017	08/2017
Morgan Stanley	Florham Park	NJ	04/2018	02/2019
Icona Golden Inn	Avalon	NJ	05/2019	08/2019
Tiffany & Co.	Whippany	NJ	11/2019	12/2019
Bank Of America, N.A.	Pennington	NJ	10/2021	Present

07/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2015 → 05/2020

Fairleigh Dickinson University

Madison, NJ
05/2017 → 08/2017

Baumgardner House Lifting

Egg Harbor Township, NJ
05/2017 → 08/2017

Icona Golden Inn

Avalon, NJ
04/2018 → 02/2019

Morgan Stanley

Florham Park, NJ
05/2019 → 08/2019

Icona Golden Inn

Avalon, NJ
11/2019 → 12/2019

Tiffany & Co.

Whippany, NJ
10/2021 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-19

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