David Gary Ruano

$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
IL	RA	APPROVED	2022-06-01
TX	RA	APPROVED	2022-06-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rolling Meadows	IL	07/2021	Present
Depaul University Campus Recreation	Chicago	IL	09/2019	06/2021
Chicago Park District	Chicago	IL	05/2017	07/2020
St. Rita Of Cascia High School	Chicago	IL	09/2013	05/2017
Depaul University	Chicago	IL	09/2017	06/2021
Bank Of America N.A.	Rolling Meadows	IL	09/2023	Present

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rolling Meadows, IL
09/2019 → 06/2021

Depaul University Campus Recreation

Chicago, IL
05/2017 → 07/2020

Chicago Park District

Chicago, IL
09/2013 → 05/2017

St. Rita Of Cascia High School

Chicago, IL
09/2017 → 06/2021

Depaul University

Chicago, IL
09/2023 → Present

Bank Of America N.A.

Rolling Meadows, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-27

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