Alexandra Zara Steinberg

$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	2025-10-08
CA	RA	APPROVED	2025-09-09

Branch Locations

4900 Hopyard Rd, Pleasanton, CA 94588 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pleasanton	CA	02/2024	Present
Unemployed	Danville	CA	07/2021	02/2024
Parallax Volatility Advisers	San Francisco	CA	04/2020	07/2021
J.P. Morgan Chase And Co.	Jersey City	NJ	07/2015	03/2020
Syracuse University	Syracuse	NY	08/2011	08/2019

02/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pleasanton, CA
07/2021 → 02/2024

Unemployed

Danville, CA
04/2020 → 07/2021

Parallax Volatility Advisers

San Francisco, CA
07/2015 → 03/2020

J.P. Morgan Chase And Co.

Jersey City, NJ
08/2011 → 08/2019

Syracuse University

Syracuse, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-08