Endri Rama

$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
PA	RA	APPROVED	2023-06-15
TX	RA	APPROVED	2023-06-14
NJ	RA	APPROVED	2023-05-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	11/2020	Present
Jpmorgan Chase (Randstad Temp Agency)	Wilmington	DE	12/2021	06/2022
Mission Bbq	Philadelphia	PA	06/2018	11/2019
Wawa	Philadelphia	PA	06/2017	09/2017
Dunkin Donuts	Philadelphia	PA	06/2016	05/2017
Unemployed	Philadelphia	PA	07/2022	11/2022
Unemployed/Covid Year/University	Philadelphia	PA	12/2019	12/2021
University	Philadelphia	PA	09/2017	06/2018
Bank Of America, N.A.	Pennington	NJ	12/2022	Present
'TEmple Univeristy	Philadelphia	PA	09/2016	05/2021

11/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
12/2021 → 06/2022

Jpmorgan Chase (Randstad Temp Agency)

Wilmington, DE
06/2018 → 11/2019

Mission Bbq

Philadelphia, PA
06/2017 → 09/2017

Wawa

Philadelphia, PA
06/2016 → 05/2017

Dunkin Donuts

Philadelphia, PA
07/2022 → 11/2022

Unemployed

Philadelphia, PA
12/2019 → 12/2021

Unemployed/Covid Year/University

Philadelphia, PA
09/2017 → 06/2018

University

Philadelphia, PA
12/2022 → Present

Bank Of America, N.A.

Pennington, NJ
09/2016 → 05/2021

'TEmple Univeristy

Philadelphia, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-12

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