Ryan Alexander Follett

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

• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 06/2016 → 03/2022
  Walgreens
  Warwick, RI
• 06/2020 → 08/2020
  Ascensus
  Dresher, PA
• 07/2021 → 10/2021
  Ascensus
  Dresher, PA
• 09/2017 → 05/2021
  Bryant University
  Smithfield, RI
• 09/2013 → 05/2017
  Pilgrim High School
  Warwick, RI
• 01/2024 → Present
  Bank Of America, N.A.
  Lincoln, RI

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27

Other Names

• Ryan A Follett