Angelina Bui

$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
NY	RA	APPROVED	2025-08-06
TX	RA	APPROVED	2022-05-16
WA	RA	APPROVED	2022-04-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Seattle	WA	06/2019	Present
Us Bank Corp	Seattle	WA	12/2017	03/2019
North Seattle College	Seattle	WA	03/2015	06/2017
Spring Kitchen	Seattle	WA	01/2017	07/2018
Not Working	Seattle	WA	04/2019	05/2019

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seattle, WA
12/2017 → 03/2019

Us Bank Corp

Seattle, WA
03/2015 → 06/2017

North Seattle College

Seattle, WA
01/2017 → 07/2018

Spring Kitchen

Seattle, WA
04/2019 → 05/2019

Not Working

Seattle, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-02