Addington Elliott Rambo

$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
NJ	RA	APPROVED	2026-06-04
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2019-04-29

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	06/2016	06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	01/2019	Present
Atrium Staffing	New York	NY	06/2017	12/2018
Bank Of America, N.A.	New York	NY	03/2019	Present

06/2016 → 06/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2017 → 12/2018

Atrium Staffing

New York, NY
03/2019 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-20

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