Morgan G Bryan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Merrill, Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2010-06-29 → 2013-06-13
  Morgan Stanley
  Chicago, IL
  Purchase, NY

Other Businesses

I*2835304Entity Type: N/AName of OBA: J.D. and M.M.Address:Gulfport MississippiInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:09/09/2025No Hours: 2 MonthlyNo Hours during trading:0 MonthlyDuties:Power of Attorney for In-Laws I*3755415 Entity Type: N/A Name of OBA: Rental Property 1 Address: Biloxi, Mississippi, 39531 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/11/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2010-06-10

Other Names

• Morgan Gano Bryan
• Morgan Gano Bryan
• Morgan Gano Bryan
• Morgan Gano Bryan