Grayson William Charles Clountz

$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	2025-06-16
IL	RA	APPROVED	2025-06-02

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	07/2024	Present
University Of Arkansas At Fayetteville	Fayetteville	AR	08/2020	05/2024
Smith System	Carollton	TX	06/2020	08/2020
Walmart	Frisco	TX	02/2020	04/2020
Unemployed	Unemployed	TX	09/2019	01/2020
Heilind Electronics	Plano	TX	06/2018	08/2019
Unemployed	Unemployed	TX	06/2002	06/2018
Oprec Events Co Llc	Gunter	TX	12/2022	01/2024
Parking Management Company Llc	Fayetteville	AZ	02/2023	05/2024
Pristine Landscaping And Lighting	Celina	TX	02/2022	08/2022

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2020 → 05/2024

University Of Arkansas At Fayetteville

Fayetteville, AR
06/2020 → 08/2020

Smith System

Carollton, TX
02/2020 → 04/2020

Walmart

Frisco, TX
09/2019 → 01/2020

Unemployed

Unemployed, TX
06/2018 → 08/2019

Heilind Electronics

Plano, TX
06/2002 → 06/2018

Unemployed

Unemployed, TX
12/2022 → 01/2024

Oprec Events Co Llc

Gunter, TX
02/2023 → 05/2024

Parking Management Company Llc

Fayetteville, AZ
02/2022 → 08/2022

Pristine Landscaping And Lighting

Celina, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-02