Ryan Rivera

$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
TX	RA	APPROVED	2026-02-13
NY	RA	APPROVED	2025-12-15

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	08/2022	Present
Nychhc Bellevue Hospital	Manhattan	NY	04/2021	06/2022
Unemployed	Manhattan	NY	01/2021	04/2021
Zara - Usa	Albany	NY	06/2018	01/2021
University At Albany - State University Of New York	Manhattan	NY	08/2016	05/2020
Five Cees Group Inc	New York	NY	02/2021	03/2021
Ups Store	New York	NY	02/2021	03/2021
University At Albany Suny	Albany	NY	08/2016	05/2020

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
04/2021 → 06/2022

Nychhc Bellevue Hospital

Manhattan, NY
01/2021 → 04/2021

Unemployed

Manhattan, NY
06/2018 → 01/2021

Zara - Usa

Albany, NY
08/2016 → 05/2020

University At Albany - State University Of New York

Manhattan, NY
02/2021 → 03/2021

Five Cees Group Inc

New York, NY
02/2021 → 03/2021

Ups Store

New York, NY
08/2016 → 05/2020

University At Albany Suny

Albany, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-15

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