Allyson Suzanne Bakos

Employer firm

Bakos Investment Management CRD 130351

$85.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2016
  George Washington University
  Washington, DC
• 08/2013 → 05/2017
  George Washington University
  Washington, DC
• 06/2017 → 07/2017
  N/A
  N/A, MD
• 07/2017 → 05/2019
  University Of San Fransisco
  San Fransisco, CA
• 11/2017 → 07/2018
  Turbo 26 Studio
  Palo Alto, CA
• 04/2019 → 12/2019
  Minor League Baseball
  Vero Beach, FL
• 12/2019 → 05/2024
  Bakos Investment Management
  Los Altos, CA
• 04/2023 → 05/2024
  Farmgirl Flowers
  Oakland, CA
• 07/2023 → 08/2025
  University Of San Fransisco
  San Fransisco, CA
• 05/2024 → Present
  Bakos Investment Management
  Los Altos, CA
• 08/2025 → Present
  Columbia University
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25

Other Names

• Ally Suzanne Bakos