Ryan M Harvey

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2016-08-10
TX	RA	APPROVED	2016-08-08

NJ RA
APPROVED

Since 2016-08-10
TX RA
APPROVED

Since 2016-08-08

Branch Locations

1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	03/2016	Present
Bank Of America, N.A.	Pennington	NJ	05/2016	Present

03/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2016 → Present

Bank Of America, N.A.

Pennington, NJ

Other Businesses

I*: 2819265Entity Type: Fiduciary roleName of OBA: MRS M. R H. TODAddress: Howell, NJ 07731Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/04/2025Number of Hours: 2 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney for ParentsI*: 2817267Entity Type: Fiduciary roleName of OBA: M. R H. TODAddress: Howell, NJ 07731Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/04/2025Number of Hours: 2 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney for ParentsI*: 2817268Entity Type: Fiduciary roleName of OBA: M. R H. TOD BENEFICIARIES ON FILEAddress: Howell, NJ 07731Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/04/2025Number of Hours: 2 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney for ParentsI*: 2817269Entity Type: Fiduciary roleName of OBA: MRS MARTHA R HARVEY TOD Address: Howell, NJ 07731Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/04/2025Number of Hours: 2 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney for Parents I*3016264 Entity Type: N/A Name of OBA: M.R.H Address:Manalapana New Jersey Investment Related:No Position, Title, Association:Power of Attorney Start Date:10/15/2025 No Hours: 10 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Parents