Ran Wang

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

• 12/2019 → 04/2022
  New York Life Insurance Company
  Glendale, CA
• 02/2020 → 04/2022
  Nylife Securities Llc
  Glendale, CA
• 11/2019 → 12/2019
  Unemployed
  Santa Ana, CA
• 10/2019 → 11/2019
  Ddbill Technology Inc
  City Of Industry, CA
• 07/2018 → 06/2019
  University Of Rochester
  Rochester, NY
• 07/2019 → 10/2019
  Unemployed
  Yinchuan, Ningxia
• 08/2015 → 06/2018
  Unemployed
  Ann Arbor, MI
• 09/2016 → 12/2017
  Eastern Michigan University
  Ypsilanti, MI
• 07/2021 → 04/2022
  Eagle Strategies Llc
  Glendale, CA
• 07/2022 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2021 → 05/2022
  Cornell University
  Ithaca, NY
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA
• 08/2023 → 07/2024
  Unemployed
  Irvine, CA
• 09/2024 → Present
  Bank Of America, N.A.
  Irvine, CA

Previous Registrations

• 2023-06-13 → 2023-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2022-07-14 → 2022-08-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2021-07-15 → 2022-05-03
  Eagle Strategies Llc
  Glendale, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-26
• S63 Uniform Securities Agent State Law Examination
  2020-03-02