Ryan William Palmer

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

• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 02/2016 → 02/2018
  Brown Brothers Harriman
  Boston, MA
• 02/2018 → 08/2019
  Bank Of America Private Bank
  Boston, MA

Other Businesses

I*129103 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Ireland Fund Investment related: N Address of business: Boston, Massachusetts 02109 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/8/2020 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Planning for Ireland Fund Event March 12

Exams

• S66 Uniform Combined State Law Examination
  2019-11-27

Other Names

• Ryan Palmer