Andrew Ryan Posin

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

• 06/2018 → 05/2021
  Primetime Athletics
  Scottsdale, AZ
• 06/2025 → 08/2025
  Renaissance Financial
  Phoenix, AZ
• 08/2022 → 05/2026
  University Of Arizona
  Tucson, AZ
• 08/2018 → 05/2022
  Desert Mountain High School
  Scottsdale, AZ
• 08/2015 → 08/2018
  Desert Canyon Middle School
  Scottsdale, AZ
• 05/2022 → 08/2022
  Unemployed
  Scottsdale, AZ
• 05/2025 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → 06/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → 06/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 07/2026 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Previous Registrations

• 2026-04-02 → 2026-06-04
  Cetera Investment Advisers Llc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-01

Other Names

• Andrew Ryan Posin
• Andrew R Posin