Bryan Daniel Ray

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2012 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY
• 11/2012 → 01/2020
  Bank Of America, N.A.
  Rochester, NY
• 01/2020 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2012-09-17 → 2020-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY
  Pittsford, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Buffalo, NY
  Fairport, NY
  Rochester, NY
  Rochester, NY

Other Businesses

?Name of the other business: PENFIELD LITTLE LEAGUE ?Investment-related? NO ?Address of the other business: 3100 ATLANTIC AVE PENFIELD NY 14526 ?Nature of the other business: YOUTH BASEBALL ?Position, title, or relationship with the other business: SECRETARY ?Start date of your relationship: 10/11/16 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: RECORD MEETING MINUTES, COMMUNICATE WITH PLL BOARD OF DIRECTORS, ORGANIZE MONTHLY MEETINGS Name of the other business: Private AirBnB Rental Investment-related? NO Nature of the other business: Rental property Position, title, or relationship with the other business: Wife rents out 2nd home on AirBnB. I do nothing except pay the mortgage. Start date of your relationship: 03/01/2026 Approximate number of hours/month you devote to the other business: Zero Number of hours you devote to the other business during securities trading hours: ZERO

Exams

• S66 Uniform Combined State Law Examination
  2012-09-11
• S63 Uniform Securities Agent State Law Examination
  2002-09-23

Other Names

• Bryan Daniel Ray
• Bryan Ray