Cynthia Gail Wolff

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 04/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*41658 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UJA FEDERATION OF NEW YORK INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW YORK, NEW YORK 10022 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2000 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VOLUNTEER WORK TO BRING IN NEW MEMBERS AND PLAN PROGRAMMING. NETWORKING I*946249 For profit or not for profit: Entity For Profit Name of outside business organization: Wolffpack Investments Investment related: N Address of business: Metuchen, New Jersey, 08840 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/1/2022 Number of hours devoted: 4 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , No responsibility I*1159310 For profit or not for profit: Entity For Profit Name of outside business organization: Wolffpack Investments Investment related: N Address of business: South Plainfield, New Jersey, 07080 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/25/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , To receive income from outside real estate investments inherited from my parents I*1226381 For profit or not for profit: Entity For Profit Name of outside business organization: WOLFFPACK INVESTMENTS LLC Investment related: N Address of business: South Plainfield, New Jersey, 07080 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 4/1/2023 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: passive member/owner I*4842270, Entity Type: Entity Charitable, Name of OBA: Jewish Community Relations Council of New York, inc., Address: New York, New York, 10018, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 07/15/2026, No Hours: 3 Monthly, No Hours during Trading: 1 Monthly, Duties: Board member to oversea direction of philanthropy and participate in their activities develop relationships between the Jewish community and other groups or insitutions

Exams

• S66 Uniform Combined State Law Examination
  1999-07-16

Other Names

• Cynthia G Wolff