Ryan Foley

$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:

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2020-12-10
TX	RA	APPROVED_RES	2020-10-23
CA	RA	APPROVED	2018-10-05

Branch Locations

100 Wilshire Blvd, Santa Monica, CA 90401 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pleasanton	CA	05/2018	Present
Construction Testing Services, Inc.	Pleasanton	CA	01/2018	04/2018
California Polytechnic State University	San Luis Obispo	CA	09/2015	05/2017
Northwestern Mutual	Walnut Creek	CA	06/2016	09/2016
California Polytechnic State University	San Luis Obispo	CA	09/2012	06/2017
Unemployed	Pleasanton	CA	07/2017	12/2017
Bank Of America, N.A.	Pleasanton	CA	06/2018	Present

05/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pleasanton, CA
01/2018 → 04/2018

Construction Testing Services, Inc.

Pleasanton, CA
09/2015 → 05/2017

California Polytechnic State University

San Luis Obispo, CA
06/2016 → 09/2016

Northwestern Mutual

Walnut Creek, CA
09/2012 → 06/2017

California Polytechnic State University

San Luis Obispo, CA
07/2017 → 12/2017

Unemployed

Pleasanton, CA
06/2018 → Present

Bank Of America, N.A.

Pleasanton, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-04

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