Rohan Dhote

$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	2023-02-27
NJ	RA	APPROVED	2023-02-21

Branch Locations

186 Columbia Tpke, Florham Park, NJ 07932 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Randolph	NJ	10/2022	Present
Njsbdc	Mahwah	NJ	06/2021	08/2022
Ramapo College Of New Jersey	Mahwah	NJ	09/2018	12/2021
New York Life (Nyl)	Edison	NJ	06/2017	01/2018
Morris County Vocational School Of Technology (Mcvts)	Denville	NJ	09/2014	06/2018
Bank Of America, N.A.	Randolph	NJ	05/2026	Present

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Randolph, NJ
06/2021 → 08/2022

Njsbdc

Mahwah, NJ
09/2018 → 12/2021

Ramapo College Of New Jersey

Mahwah, NJ
06/2017 → 01/2018

New York Life (Nyl)

Edison, NJ
09/2014 → 06/2018

Morris County Vocational School Of Technology (Mcvts)

Denville, NJ
05/2026 → Present

Bank Of America, N.A.

Randolph, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-17

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