Elisabeth M Porrey

$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	2025-07-17
CO	RA	APPROVED	2025-06-30

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Denver	CO	06/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Denver	CO	08/2024	Present
Southern Glazers Wine & Spirits	Dallas	TX	06/2022	07/2024
Texas Christian University	Fort Worth	TX	08/2018	05/2022
Alexander Dawson School	Lafayette	CO	08/2014	05/2018
Ionex Research Corporation	Lafayette	CO	11/2020	01/2021

06/2026 → Present

Bank Of America, N.A.

Denver, CO
08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO
06/2022 → 07/2024

Southern Glazers Wine & Spirits

Dallas, TX
08/2018 → 05/2022

Texas Christian University

Fort Worth, TX
08/2014 → 05/2018

Alexander Dawson School

Lafayette, CO
11/2020 → 01/2021

Ionex Research Corporation

Lafayette, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-30

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