Sreya Immadisetty

$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	2025-10-10

Branch Locations

One Bryant Park Investment Solutions Group, New York, NY 10036 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jersey City	NJ	07/2025	Present
Merrill Lynch	Jersey City	NJ	06/2024	08/2024
Merrill Lynch	New York City	NY	06/2023	08/2023
Metalife	San Francisco	CA	06/2022	08/2022
Royal United Mortgage Llc	Indianapolis	IN	05/2022	06/2022
Indiana University Student	Bloomington	IN	08/2021	05/2025
Carmel High School Student	Carmel	IN	08/2017	05/2021
Creekside Middle School Student	Carmel	IN	08/2014	05/2017
Bridgewater Club Oasis	Indianapolis	IN	05/2022	05/2022

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jersey City, NJ
06/2024 → 08/2024

Merrill Lynch

Jersey City, NJ
06/2023 → 08/2023

Merrill Lynch

New York City, NY
06/2022 → 08/2022

Metalife

San Francisco, CA
05/2022 → 06/2022

Royal United Mortgage Llc

Indianapolis, IN
08/2021 → 05/2025

Indiana University Student

Bloomington, IN
08/2017 → 05/2021

Carmel High School Student

Carmel, IN
08/2014 → 05/2017

Creekside Middle School Student

Carmel, IN
05/2022 → 05/2022

Bridgewater Club Oasis

Indianapolis, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-09