Ellis G Ryan

$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
NY	RA	APPROVED	2023-05-17
TX	RA	APPROVED	2022-09-15
NJ	RA	APPROVED	2022-08-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2020	Present
Roxiticus Country Club	Mendham	NJ	07/2019	08/2020
Trump National Golf Club	Bedminster	NJ	05/2018	07/2018
Unemployed (Child)	Brookside	NJ	03/2011	05/2018
Wake Forest University	Winston Salem	NC	08/2017	05/2021
Bank Of America, N.A	North Plainfield	NJ	04/2022	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Plainfield	NJ	04/2022	Present

10/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2019 → 08/2020

Roxiticus Country Club

Mendham, NJ
05/2018 → 07/2018

Trump National Golf Club

Bedminster, NJ
03/2011 → 05/2018

Unemployed (Child)

Brookside, NJ
08/2017 → 05/2021

Wake Forest University

Winston Salem, NC
04/2022 → Present

Bank Of America, N.A

North Plainfield, NJ
04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Plainfield, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-19

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