Anne Elsebeth Orr

$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	2025-02-14
CT	RA	APPROVED	2025-02-04

Branch Locations

2 Pine St, New Canaan, CT 06840 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New Canaan	CT	04/2024	Present
Serena & Lily	Westport	CT	08/2023	03/2024
Vineyard Vines	Stamford	CT	02/2021	06/2023
Took A Month Off Between Jobs	Norwalk	CT	07/2023	07/2023
Ivory Ella	New York	NY	11/2019	02/2021
Centric Brands Group	New York	NY	10/2019	11/2019
Vineyard Vines	Stamford	CT	12/2016	09/2019
Savanah College Of Art And Design	Atlanta	GA	09/2014	03/2017

04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Canaan, CT
08/2023 → 03/2024

Serena & Lily

Westport, CT
02/2021 → 06/2023

Vineyard Vines

Stamford, CT
07/2023 → 07/2023

Took A Month Off Between Jobs

Norwalk, CT
11/2019 → 02/2021

Ivory Ella

New York, NY
10/2019 → 11/2019

Centric Brands Group

New York, NY
12/2016 → 09/2019

Vineyard Vines

Stamford, CT
09/2014 → 03/2017

Savanah College Of Art And Design

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-03