Breanna M Latt

$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	2024-07-05
CO	RA	APPROVED	2024-06-26

Branch Locations

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

Organization	City	State	From	To
Perry High School	Gilbert	AZ	08/2010	05/2019
Thirsty Lion	Gilbert	AZ	01/2019	08/2019
Cu Boulder	Boulder	CO	08/2019	12/2022
Oppenheimer & Co. Inc.	Denver	CO	05/2023	06/2024
Andersen Law Pc	Littleton	CO	06/2022	04/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Denver	CO	06/2024	Present
Bear Creek Apartments	Boulder	CO	01/2022	12/2022

08/2010 → 05/2019

Perry High School

Gilbert, AZ
01/2019 → 08/2019

Thirsty Lion

Gilbert, AZ
08/2019 → 12/2022

Cu Boulder

Boulder, CO
05/2023 → 06/2024

Oppenheimer & Co. Inc.

Denver, CO
06/2022 → 04/2023

Andersen Law Pc

Littleton, CO
06/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO
01/2022 → 12/2022

Bear Creek Apartments

Boulder, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-13

Nearby Firms