Ryan P Yount

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

• 05/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2012 → Present
  Bank Of America N.A
  Jacksonville, FL

Other Businesses

I*1838287, Entity Type: Entity For Profit, Name of OBA: This is for my commercial Fishing License, Address: Jacksonville, FL, 32224, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 05/17/2024, No Hours: 5hrs/Weekly, No Hours during trading: 0, Duties: i have applied and been approved for a Saltwater Products license that will allow me to sell fish. i do not currently have a business for this. this will just be me having the ability to sell fish.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-02

Other Names

• Ryan Patrick Yount