Pablo Perezanta Olmedo

$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
GA	RA	APPROVED	2026-07-17

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Alpharetta	GA	09/2023	07/2026
Firstmark Credit Union	San Antonio	TX	06/2016	07/2017
University Of Texas At San Antonio	San Antonio	TX	08/2017	12/2022
Unemployed	San Antonio	TX	01/2023	08/2023
Ronald Reagan High School	San Antonio	TX	08/2013	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	07/2026	Present

09/2023 → 07/2026

Morgan Stanley

Alpharetta, GA
06/2016 → 07/2017

Firstmark Credit Union

San Antonio, TX
08/2017 → 12/2022

University Of Texas At San Antonio

San Antonio, TX
01/2023 → 08/2023

Unemployed

San Antonio, TX
08/2013 → 05/2017

Ronald Reagan High School

San Antonio, TX
07/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-26
S63	Uniform Securities Agent State Law Examination	2024-05-31

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