Ryan Matthew Purvis

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

• 07/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
  Pittsburgh, PA
• 11/2009 → Present
  Bank Of America,Na
  Pittsburgh, PA

Other Businesses

I*372704, Entity Type: Entity For Profit, Name of OBA: Hidden Valley Race Club, Address: Mars, Pennsylvania 16046, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 12/03/2016, No Hours: 24, No Hours during trading: 0, Duties: Ski Racing Coach for a children's skiing club based at Hidden Valley Resort, PA

Exams

• S66 Uniform Combined State Law Examination
  2007-03-16

Other Names

• Ryan M Purvis