Altrin Kabashi

$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	2025-05-30
FL	RA	APPROVED	2025-03-19

Branch Locations

1 Town Center Rd, Boca Raton, FL 33486 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	01/2024	Present
F.K. Masonry	Cheshire	CT	06/2014	01/2024
Central Connecticut State University	New Britain	CT	08/2018	05/2020
University Of Connecticut	Waterbury	CT	08/2016	05/2018

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
06/2014 → 01/2024

F.K. Masonry

Cheshire, CT
08/2018 → 05/2020

Central Connecticut State University

New Britain, CT
08/2016 → 05/2018

University Of Connecticut

Waterbury, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-17