Ryan Michael Maynard

Employer firm

Vaquero Private Wealth, Ltd. CRD 305266

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 02/2002 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 12/2009 → 02/2021
  Bank Of America, N.A.
  Dallas, TX
• 02/2021 → Present
  Vaquero Private Wealth, Ltd.
  Dallas, TX

Previous Registrations

• 2002-04-30 → 2021-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

BEDFORD ADVERTISING, INC START DATE OF RELATIONSHIP: 12/10/2014 NUMBER OF HOURS DEVOTED : 2 HOUR(S) MONTHLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: THE ENTITY IS AN ADVERTISING BUSINESS. PROVIDE OCCASIONAL ADVICE ON FINANCIAL MATTERS. TAKE ONE VIDEO & POST, INC. START DATE OF RELATIONSHIP: 12/10/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THIS IS A TELEVISION PRODUCTION AND POST-PROCESSING COMPANY. PROVIDE OCCASIONAL ADVICE ON FINANCIAL MATTERS. CLARIS EVENTS LLC START DATE OF RELATIONSHIP: 5/11/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY WIFE'S EVENT PLANNING BUSINESS. MY INVOLVEMENT WILL BE LIMITED TO OCCASAIONAL FINANCIAL ADVICE Mr. Maynard is a licensed insurance agent; he holds his license for advisory purposes only. However, if he were to receive commissions on insurance products he recommends to clients, this service would create a conflict of interest with Vaquero clients if Mr. Maynard recommends the purchase of insurance products from which he will receive a commission. This conflict is mitigated through the fact that clients are free to purchase insurance products that Mr. Maynard recommends elsewhere.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-04

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Ryan M. Maynard