Ritney Leon Coleman

$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	2025-09-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	05/2025	Present
24Hour Fitness	Rockwall	TX	05/2022	04/2023
Chevron	San Elijo	CA	08/2021	02/2022
Southern Methodist University	Dallas	TX	04/2023	05/2025
Amazon	Oceanside	CA	10/2020	08/2021
United States Marine Corps	Oceanside	CA	11/2016	11/2020
Dollar General	Forney	TX	04/2022	05/2022
Unemployed	Texas	TX	03/2022	03/2022
Zen Japanese Grill &Amp; Sushi Bar Llc	Houma	LA	07/2016	10/2016

05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
05/2022 → 04/2023

24Hour Fitness

Rockwall, TX
08/2021 → 02/2022

Chevron

San Elijo, CA
04/2023 → 05/2025

Southern Methodist University

Dallas, TX
10/2020 → 08/2021

Amazon

Oceanside, CA
11/2016 → 11/2020

United States Marine Corps

Oceanside, CA
04/2022 → 05/2022

Dollar General

Forney, TX
03/2022 → 03/2022

Unemployed

Texas, TX
07/2016 → 10/2016

Zen Japanese Grill &Amp; Sushi Bar Llc

Houma, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-10

Nearby Firms