Collin Bryan

$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	2025-10-16
TN	RA	APPROVED	2025-09-29

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	06/2025	Present
Unemployed	St. Louis	MO	05/2025	06/2025
Buildingstars	Maryland Heights	MO	12/2023	05/2025
Unemployed	St. Louis	MO	10/2023	12/2023
Abstrakt Marketing Group	St. Louis	MO	05/2021	10/2023
Sapper Consulting	St. Louis	MO	02/2021	10/2023
University Of Missouri-Columbia	Columbia	MO	08/2017	05/2021
Billy G's	Kirkwood	MO	05/2017	08/2017
De Smet Jesuit	Creve Coeur	MO	08/2013	05/2017
Bank Of America, N.A.	Nashville	TN	07/2025	Present

06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
05/2025 → 06/2025

Unemployed

St. Louis, MO
12/2023 → 05/2025

Buildingstars

Maryland Heights, MO
10/2023 → 12/2023

Unemployed

St. Louis, MO
05/2021 → 10/2023

Abstrakt Marketing Group

St. Louis, MO
02/2021 → 10/2023

Sapper Consulting

St. Louis, MO
08/2017 → 05/2021

University Of Missouri-Columbia

Columbia, MO
05/2017 → 08/2017

Billy G's

Kirkwood, MO
08/2013 → 05/2017

De Smet Jesuit

Creve Coeur, MO
07/2025 → Present

Bank Of America, N.A.

Nashville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-29