Stefan Livsey

$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
CT	RA	APPROVED	2026-02-03
TX	RA	APPROVED	2024-08-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	03/2024	Present
Sprig Restaurant	Decatur	GA	06/2023	11/2023
Unemployment	N/A	GA	04/2023	06/2023
Growve Llc	St. Petersburg	FL	06/2022	04/2023
Gogotech Llc	New York	NY	07/2020	05/2022
Self-Employed	Minneapolis	MN	01/2019	07/2020
Full-Time Education	St. Paul	MN	03/2017	01/2019
Mozza Mia	Minneapolis	MN	10/2016	03/2017
Unemployed	N/A	GA	11/2023	03/2024
Bank Of America, N.A.	Atlanta	GA	06/2024	Present

03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2023 → 11/2023

Sprig Restaurant

Decatur, GA
04/2023 → 06/2023

Unemployment

N/A, GA
06/2022 → 04/2023

Growve Llc

St. Petersburg, FL
07/2020 → 05/2022

Gogotech Llc

New York, NY
01/2019 → 07/2020

Self-Employed

Minneapolis, MN
03/2017 → 01/2019

Full-Time Education

St. Paul, MN
10/2016 → 03/2017

Mozza Mia

Minneapolis, MN
11/2023 → 03/2024

Unemployed

N/A, GA
06/2024 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-22

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