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Rebellion Asset Management, LLC CRD 282209
$91.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-28 |
| CO | RA | APPROVED | 2025-03-26 |
| NY | RA | APPROVED | 2021-05-21 |
| VA | RA | APPROVED | 2021-05-08 |
| SC | RA | APPROVED | 2021-05-07 |
| NJ | RA | APPROVED | 2019-09-12 |
| FL | RA | APPROVED | 2019-07-24 |
| CA | RA | APPROVED | 2019-07-11 |
| IL | RA | APPROVED | 2019-07-11 |
Branch Locations
223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States
Mount Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Teaneck | NJ | 09/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2017 | 06/2019 |
| Bank Of America, N.A. | New York | NY | 10/2017 | 06/2019 |
| Rebellion Asset Management, Llc | Chicago | IL | 06/2019 | Present |
| Vygr Digital Securities, Llc | New York | NY | 06/2021 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-25 |
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