Paul Ryan Vannatta

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

• 06/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 12/2009 → Present
  Bank Of America, N.A.
  Charleston, SC

Other Businesses

I*1306257For profit or not for profit: Entity For ProfitName of outside business organization: Tramonto BC LLCInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/31/2023Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Silent owner. My wife will be running a boat chartering business I*2813273 Entity Type: For Profit Name of OBA: Real estate Investment Address:Isle of Palms South Carolina Investment Related:No Position, Title, Association:Other Start Date:09/03/2025 No Hours: 0 Weekly No Hours during trading:0 Weekly Duties:My wife is investing in real estate with our friends LLC - 4001 Waterway LLC. If there is a profit made on the sale of the new real estate, she will get a return. none

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-26
• S63 Uniform Securities Agent State Law Examination
  1995-06-08