Thomas Michael Mchugh

$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
CT	RA	APPROVED	2025-04-15
TX	RA	APPROVED	2025-04-15

Branch Locations

One Bryant Park, 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	Boston	MA	07/2024	Present
Merrill Lynch	Boston	MA	06/2023	08/2023
Freedom Boat Club	Stamford	CT	05/2020	08/2022
Wilton Ymca	Wilton	CT	06/2018	08/2019
Syracuse University	Syracuse	NY	08/2020	05/2024
Wilton High School	Wilton	CT	08/2016	06/2020

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
06/2023 → 08/2023

Merrill Lynch

Boston, MA
05/2020 → 08/2022

Freedom Boat Club

Stamford, CT
06/2018 → 08/2019

Wilton Ymca

Wilton, CT
08/2020 → 05/2024

Syracuse University

Syracuse, NY
08/2016 → 06/2020

Wilton High School

Wilton, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-31

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