Todd Ryan Fortune

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

• 06/1999 → Present
  Merrill Lynch, Pierce, Fenner&Smith Inc.
  Madison, WI
• 07/2010 → Present
  Bank Of America, Na
  Madison, WI

Other Businesses

I*2052283, Entity Type, Entity for Profit, Name of OBA: McFarland School District, Address: McFarland, WI, 53558, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 11/18/2024, No Hours: 15hrs/Weekly, No Hours during trading: 0, Duties: JV Basketball Coach for McFarland High School. I*4750278, Entity Type: , Name of OBA: MLPF& S CUST FPO M F IRA FBO M F, Address: McFarland, Wisconsin, 53558, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/23/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: I*4772319 Entity Type: N/A Name of OBA: M F TOD BENEFICIARIES ON FILE Address: McFarland, Wisconsin, 53558 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/30/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild I*4772323 Entity Type: N/A Name of OBA: MLPF& S CUST FPO F LAW OFFICE SC SEP FBO M P F Address: McFarland, Wisconsin, 53558 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/30/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild I*4772322, Entity Type: , Name of OBA: MLPF& S CUST FPO M P F RRA FBO M P F, Address: McFarland, Wisconsin, 53558, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/30/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2000-04-06