Anna Ryan

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

• 11/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 02/2017 → 05/2017
  Capflow Funding Group
  Rutherford, NJ
• 09/2017 → 09/2019
  New York University
  New York, NY
• 02/1999 → 01/2017
  Unemployed
  New York, NY
• 06/2017 → 08/2017
  Unemployed
  New York, NY
• 09/2019 → 11/2019
  Unemployed
  New York, NY
• 12/2019 → Present
  Bank Of America, N.A
  New York, NY

Other Businesses

I* 465869For profit or not for profit: For ProfitName of outside business organization: 965-967 Diamond, LLCInvestment related: NoAddress of business: San Diego, CA, 92109Nature of business: Limited Liability CompanyPosition, title, association: General Partner/Managing MemberStart date of relationship: 09/03/2019Number of hours devoted: 15 weeklyNumber of hours devoted during trading hours: 0Duties: The LLC holds two properties in San Diego. The properties are offered for short-term vacation rental and are managed by a property manager. My duties include paying bills, approving vendors for upkeep, and ensuring my portion of profits are received. I*5523268, Entity Type: , Name of OBA: The S R Trust, Address: Brooklyn, New York, 11222, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 08/20/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31
• S63 Uniform Securities Agent State Law Examination
  1995-12-27

Other Names

• Anna Ryan
• Anna Ryan Hansen