Ryan Jon Berry

$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	2023-08-16
SC	RA	APPROVED	2023-08-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charleston	SC	07/2011	05/2023
Bank Of America, N.A.	Charleston	SC	07/2011	05/2023
Wells Fargo Clearing Services, Llc	Hilton Head Island	SC	05/2023	07/2023
Wells Fargo Bank, Na	Hilton Head Island	SC	05/2023	07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hilton Head Island	SC	07/2023	Present

07/2011 → 05/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charleston, SC
07/2011 → 05/2023

Bank Of America, N.A.

Charleston, SC
05/2023 → 07/2023

Wells Fargo Clearing Services, Llc

Hilton Head Island, SC
05/2023 → 07/2023

Wells Fargo Bank, Na

Hilton Head Island, SC
07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hilton Head Island, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-23
S63	Uniform Securities Agent State Law Examination	1998-10-15

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