Ryan Gregory O'hare

$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
FL	RA	APPROVED	2020-11-17
TX	RA	APPROVED	2020-01-03
GA	RA	APPROVED	2019-12-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	07/2019	Present
Multiview Inc.	Irving	TX	09/2018	07/2019
Stadion Capital	Columbus	OH	06/2018	09/2018
Uber Inc.	Jupiter	FL	05/2018	06/2018
Clemson University	Clemson	SC	08/2012	12/2016
Florida International University School Of Law	Miami	FL	08/2017	05/2018
Uber Inc.	Jupiter	FL	01/2017	05/2017
Gordon & Doner, P.A.	Palm Beach Gardens	FL	05/2017	08/2017
Bank Of America, N.A.	Atlanta	GA	09/2019	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
09/2018 → 07/2019

Multiview Inc.

Irving, TX
06/2018 → 09/2018

Stadion Capital

Columbus, OH
05/2018 → 06/2018

Uber Inc.

Jupiter, FL
08/2012 → 12/2016

Clemson University

Clemson, SC
08/2017 → 05/2018

Florida International University School Of Law

Miami, FL
01/2017 → 05/2017

Uber Inc.

Jupiter, FL
05/2017 → 08/2017

Gordon & Doner, P.A.

Palm Beach Gardens, FL
09/2019 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-13

Nearby Firms