Owen Haugan

$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	2026-05-14

Branch Locations

1200 Howard Blvd, Mount Laurel, NJ 08054 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Egg Harbor Township	NJ	09/2025	Present
Millennial Pools	Mays Landing	NJ	05/2020	03/2023
Renault Winery	Egg Harbor City	NJ	05/2023	09/2025
Reich Asset Management	Marmora	NJ	09/2023	05/2025
St. Joseph's Academy	Hammonton	NJ	03/2023	05/2024
William Davies Middle School	Mays Landing	NJ	10/2015	06/2018
Oakcrest High School	Mays Landing	NJ	07/2018	06/2022
Stockton University	Galloway	NJ	09/2020	05/2025

09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Egg Harbor Township, NJ
05/2020 → 03/2023

Millennial Pools

Mays Landing, NJ
05/2023 → 09/2025

Renault Winery

Egg Harbor City, NJ
09/2023 → 05/2025

Reich Asset Management

Marmora, NJ
03/2023 → 05/2024

St. Joseph's Academy

Hammonton, NJ
10/2015 → 06/2018

William Davies Middle School

Mays Landing, NJ
07/2018 → 06/2022

Oakcrest High School

Mays Landing, NJ
09/2020 → 05/2025

Stockton University

Galloway, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-13