Matthew Edward Ryan

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

• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 10/2009 → Present
  Bank Of America,Na
  Buffalo, NY

Other Businesses

I*: 2609289 Entity Type: For Profit Name of OBA: 52 Alpine Meadows LLC Address: Ellicotville, NY 14731 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: It is a rental property. Oversee reports from property manager. I*: 2609290 Entity Type: Charitable Name of OBA: Burchfield Penney Art Center Address: Buffalo, NY 14202 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Art Gallery. Board of Directors. Monthly meetings. Oversee organization.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  1999-11-16