Justin Hornstein

$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
NJ	RA	APPROVED	2025-04-11
TX	RA	APPROVED	2024-10-18
NY	RA	APPROVED	2024-09-23

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2023	08/2023
Full Time Education	Westfield	NJ	09/2013	05/2023
University Of Colorado	Boulder	CO	09/2023	06/2024

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2023 → 08/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2013 → 05/2023

Full Time Education

Westfield, NJ
09/2023 → 06/2024

University Of Colorado

Boulder, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-26

Nearby Firms