Ryan D Rosenberg

$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	2026-02-13
IL	RA	APPROVED	2025-12-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	08/2025	Present
Cjs Bar	Oxford	OH	05/2024	05/2025
Northrock Partners	Deer Park	IL	05/2024	08/2024
Miami University	Oxford	OH	08/2021	05/2025
City Lake Law	Chicago	IL	05/2022	08/2022
8 Hospitality	Chicago	IL	12/2021	01/2022
Marist High School	Chicago	IL	08/2017	05/2021
Unemployed	Evergreen Park	IL	05/2003	08/2017
Snagit	Oxford	OH	05/2023	02/2024
America Display, Inc	Bridgeview	IL	03/2019	10/2019

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
05/2024 → 05/2025

Cjs Bar

Oxford, OH
05/2024 → 08/2024

Northrock Partners

Deer Park, IL
08/2021 → 05/2025

Miami University

Oxford, OH
05/2022 → 08/2022

City Lake Law

Chicago, IL
12/2021 → 01/2022

8 Hospitality

Chicago, IL
08/2017 → 05/2021

Marist High School

Chicago, IL
05/2003 → 08/2017

Unemployed

Evergreen Park, IL
05/2023 → 02/2024

Snagit

Oxford, OH
03/2019 → 10/2019

America Display, Inc

Bridgeview, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-10

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