Ryan C Olsen

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

• 09/2014 → 11/2017
  Hgci Ventures
  New York, NY
• 12/2017 → 07/2018
  Unemployed
  Blue Point, NY
• 08/2018 → 09/2021
  Jpmorgan Chase Bank, N.A.
  West Babylon, NY
• 08/2018 → 09/2021
  J.P. Morgan Securities Llc
  West Babylon, NY
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 03/2023 → Present
  Bank Of America, N.A.
  Great Neck, NY
• 09/2021 → 09/2022
  Merrill Lynch
  Great Neck, NY
• 09/2022 → 03/2023
  Merrill Lynch
  Great Neck, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-05
• S63 Uniform Securities Agent State Law Examination
  2018-10-12

Other Names

• Ryan Olsen
• Ryan C Olsen
• Ryan Christopher Olsen