Ryan Christopher Okeeffe Humbert

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

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2019 → 07/2019
  Unemployed
  Oyster Bay, NY
• 08/2016 → 06/2017
  University Of Delaware
  Newark, DE
• 06/2017 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2017 → 06/2018
  University Of Delaware
  Newark, DE
• 06/2018 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2018 → 06/2019
  University Of Delaware
  Newark, DE
• 02/2020 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-11

Other Names

• Ryan C Humbert
• Ryan Humbert