Nishant Sharma

$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
TX	RA	APPROVED	2024-06-18
NJ	RA	APPROVED	2024-05-16

Branch Locations

115 W Century Rd, Paramus, NJ 07652 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tenafly	NJ	01/2024	Present
Travel	River Edge	NJ	12/2023	01/2024
Pnc Financial Services	Tenafly	NJ	10/2023	12/2023
Unemployed ( Waiting On Usics Work Authrization)	River Edge	NJ	11/2022	10/2023
Rbc Royal Bank Of Canada	Mississauga		06/2021	11/2022
Rbc Travel Insurance	Mississauga		03/2020	06/2021
Tjx Canada	Mississauga		01/2019	03/2020
Delta 9	Amritsar		03/2016	01/2019

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tenafly, NJ
12/2023 → 01/2024

Travel

River Edge, NJ
10/2023 → 12/2023

Pnc Financial Services

Tenafly, NJ
11/2022 → 10/2023

Unemployed ( Waiting On Usics Work Authrization)

River Edge, NJ
06/2021 → 11/2022

Rbc Royal Bank Of Canada

Mississauga
03/2020 → 06/2021

Rbc Travel Insurance

Mississauga
01/2019 → 03/2020

Tjx Canada

Mississauga
03/2016 → 01/2019

Delta 9

Amritsar

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-14