Kevin Gerard Anglim

$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	2021-09-15
NC	RA	APPROVED	2021-08-09

Branch Locations

800 Green Valley Rd, Greensboro, NC 27408 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greensboro	NC	03/2021	Present
Target	Levittown	NY	06/2015	04/2021
New York Community Bank	Hicksville	NY	02/2020	02/2021
Morgan Stanley	Port Jefferson	NY	06/2018	08/2018
Police Athletic League	East Meadow	NY	09/2010	03/2017
State University Of New York At Geneseo	Geneseo	NY	08/2017	05/2019
Nassau Community College	Garden City	NY	09/2015	08/2017
Bank Of America, N.A.	Greensboro	NC	04/2026	Present

03/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greensboro, NC
06/2015 → 04/2021

Target

Levittown, NY
02/2020 → 02/2021

New York Community Bank

Hicksville, NY
06/2018 → 08/2018

Morgan Stanley

Port Jefferson, NY
09/2010 → 03/2017

Police Athletic League

East Meadow, NY
08/2017 → 05/2019

State University Of New York At Geneseo

Geneseo, NY
09/2015 → 08/2017

Nassau Community College

Garden City, NY
04/2026 → Present

Bank Of America, N.A.

Greensboro, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-06