Luke Ryan Fox

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2017 → 05/2021
  University Of Oklahoma
  Norman, OK
• 05/2018 → 08/2018
  Arvest Bank
  Tulsa, OK
• 05/2019 → 08/2019
  Arvest Bank
  Norman, OK
• 06/2020 → 08/2020
  Bank Of America Merrill Lynch
  Denver, CO
• 08/2003 → 05/2017
  Holland Hall High School
  Tulsa, OK
• 11/2021 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*810279 For profit or not for profit: Entity For Profit Name of outside business organization: Fox and Fiser Properties Investment related: Y Address of business: Tulsa, Oklahoma, 74135 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 4/11/2022 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , The purpose of this LLC is to purchase rental properties with my business partner. My responsibility in this business is a 50/50 owner alongside my partner. My expected responsibilities are initial investment and assisting in searching for property when possible.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10