Sara J Sugerman

$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	2025-09-19
NY	RA	APPROVED	2025-09-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2025	Present
University Of Florida	Gainesville	FL	08/2021	05/2025
Wissahickon High School	Ambler	PA	08/2017	06/2021
Wissahickon Middle School	Ambler	PA	08/2014	06/2017
Bank Of America Merrill Lynch	Wayne	PA	06/2024	08/2024
Don't Blink	Maple Glen	PA	04/2022	07/2022
Tipranks	Tel Aviv		05/2023	07/2023
Sesame Rockwood Day Camp	Blue Bell	PA	06/2019	08/2019
Sesame Rockwood Day Camp	Blue Bell	PA	06/2018	08/2018

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2021 → 05/2025

University Of Florida

Gainesville, FL
08/2017 → 06/2021

Wissahickon High School

Ambler, PA
08/2014 → 06/2017

Wissahickon Middle School

Ambler, PA
06/2024 → 08/2024

Bank Of America Merrill Lynch

Wayne, PA
04/2022 → 07/2022

Don't Blink

Maple Glen, PA
05/2023 → 07/2023

Tipranks

Tel Aviv
06/2019 → 08/2019

Sesame Rockwood Day Camp

Blue Bell, PA
06/2018 → 08/2018

Sesame Rockwood Day Camp

Blue Bell, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-02

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