Ryan Daniel Bogar

$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
CT	RA	APPROVED	2026-08-18

Branch Locations

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

Organization	City	State	From	To
Harrison Pool And Spa	Medway	MA	06/2020	09/2022
Assumption University	Worcester	MA	08/2020	05/2025
Kingsbury Club	Medfield	MA	07/2018	08/2019
Pro Heating And Cooling	Dedham	MA	06/2023	09/2023
Loon Mountain	Lincoln	NH	11/2018	03/2020
Fidelity Investments	Smithfield	RI	10/2025	07/2026
Reliable Respiratory	Norwood	MA	06/2024	10/2025
Lynxlog	Norwell	MA	07/2022	09/2022
Thayer Academy	Braintree	MA	09/2016	05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	08/2026	Present

06/2020 → 09/2022

Harrison Pool And Spa

Medway, MA
08/2020 → 05/2025

Assumption University

Worcester, MA
07/2018 → 08/2019

Kingsbury Club

Medfield, MA
06/2023 → 09/2023

Pro Heating And Cooling

Dedham, MA
11/2018 → 03/2020

Loon Mountain

Lincoln, NH
10/2025 → 07/2026

Fidelity Investments

Smithfield, RI
06/2024 → 10/2025

Reliable Respiratory

Norwood, MA
07/2022 → 09/2022

Lynxlog

Norwell, MA
09/2016 → 05/2020

Thayer Academy

Braintree, MA
08/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-04

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