John M Perryman

$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
MI	RA	APPROVED	2010-05-10
OH	RA	APPROVED	2007-08-07
TX	RA	APPROVED_RES	2005-01-14

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch Pierce, Fenner & Smith Inc	Farmington Hills	MI	02/2002	Present
Bank Of America, N.A.	Farmington Hills	MI	07/2011	Present

02/2002 → Present

Merrill Lynch Pierce, Fenner & Smith Inc

Farmington Hills, MI
07/2011 → Present

Bank Of America, N.A.

Farmington Hills, MI

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-04-18
S63	Uniform Securities Agent State Law Examination	1995-10-12

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