Ryan David Konsler

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

• 03/2015 → 10/2017
  Morgan Stanley Smith Barney Llc
  Chicago, IN
• 10/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2017 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2015-03-04 → 2017-10-10
  Morgan Stanley
  Chicago, IL

Other Businesses

I*110409 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DANIEL MURPHY SCHOLARSHIP FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60606 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 11/1/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: YOUNG PROFESSIONAL ASSOCIATE BOARD MEMBER. HELP RAISE AWARENESS AND FUNDRAISE. I*134758 For profit or not for profit: Non-Profit Organization Name of outside business organization: DANIEL MURPHY SCHOLARSHIP FUND Investment related: N Address of business: CHICAGO, Illinois 60606 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 11/19/2020 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I currently serve on the associate young professionals board. The fund focuses on supporting high school students in the city of chicago with scholarship to access private education for those that are less fortunate. The associate board supports

Exams

• S66 Uniform Combined State Law Examination
  2015-03-04

Other Names

• Ryan Konsler