Bryan Matthew Lieungh

$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_RES	2015-03-12
CO	RA	APPROVED	2015-02-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Colorado Springs	CO	04/2004	Present
Bank Of America, N.A.	Colorado Springs	CO	02/2015	Present

04/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Colorado Springs, CO
02/2015 → Present

Bank Of America, N.A.

Colorado Springs, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-05-07
S63	Uniform Securities Agent State Law Examination	2003-07-03

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