Sean Michael Tariche

$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
NY	RA	APPROVED	2025-10-15

Branch Locations

1 Park Pl Investment Solutions Group, Annapolis, MD 21401 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2023	Present
Chaminade High School	Mineola	NY	12/2021	01/2022
Pseg Long Island-	Hicksville	NY	06/2022	08/2022
Silver Point Beach Club	Atlantic Beach	NY	06/2021	08/2021
Chaminade High School	Mineola	NY	08/2015	05/2019
Clemson University In Clemson	Clemson	SC	08/2019	05/2023

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2021 → 01/2022

Chaminade High School

Mineola, NY
06/2022 → 08/2022

Pseg Long Island-

Hicksville, NY
06/2021 → 08/2021

Silver Point Beach Club

Atlantic Beach, NY
08/2015 → 05/2019

Chaminade High School

Mineola, NY
08/2019 → 05/2023

Clemson University In Clemson

Clemson, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-15