Nicholas Ranucci

$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
RI	RA	APPROVED	2021-04-20
TX	RA	APPROVED	2021-04-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	06/2020	Present
Rhode Island Central Billing	North Providence	RI	05/2019	09/2019
Full Time Student	North Providence	RI	09/2019	05/2020
Lowes	North Providence	RI	05/2018	08/2018
Salve Regina University	North Providence	RI	07/2016	05/2020
Bayside Endoscopy	Providence	RI	05/2019	07/2020
Bank Of America, N.A.	Providence	RI	08/2025	Present

06/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
05/2019 → 09/2019

Rhode Island Central Billing

North Providence, RI
09/2019 → 05/2020

Full Time Student

North Providence, RI
05/2018 → 08/2018

Lowes

North Providence, RI
07/2016 → 05/2020

Salve Regina University

North Providence, RI
05/2019 → 07/2020

Bayside Endoscopy

Providence, RI
08/2025 → Present

Bank Of America, N.A.

Providence, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-19