Rom Rabin

$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	2021-10-06
CA	RA	APPROVED	2020-11-02

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beverly Hills	CA	08/2020	Present
American Income Life	Los Angeles	CA	05/2020	08/2020
Point Digital Finance	Los Angeles	CA	12/2019	04/2020
Helena Melisheva Diet	Tel Aviv		04/2018	09/2019
Harel Insurance Company	Ramat Gan		05/2017	04/2018
Habima Real Estate	Tel Aviv		03/2016	05/2017
Culinary Staffing	Los Angeles	CA	05/2020	06/2020
Bank Of America, N.A.	Beverly Hills	CA	10/2020	Present

08/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beverly Hills, CA
05/2020 → 08/2020

American Income Life

Los Angeles, CA
12/2019 → 04/2020

Point Digital Finance

Los Angeles, CA
04/2018 → 09/2019

Helena Melisheva Diet

Tel Aviv
05/2017 → 04/2018

Harel Insurance Company

Ramat Gan
03/2016 → 05/2017

Habima Real Estate

Tel Aviv
05/2020 → 06/2020

Culinary Staffing

Los Angeles, CA
10/2020 → Present

Bank Of America, N.A.

Beverly Hills, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-30

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