Bryant Gene Merryman

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2018 → 06/2018
  Hightower Securites, Llc
  Chicago, IL
• 01/2019 → 09/2019
  Lido Advisors, Llc
  Chicago, IL
• 07/2018 → 01/2019
  Unemployed
  Chicago, IL
• 09/2019 → Present
  Mission Wealth Management, Lp
  Chicago, IL

Previous Registrations

• 2019-02-21 → 2019-09-30
  Lido
  Chicago, IL
  Los Angeles, CA
• 2018-01-17 → 2018-07-06
  Hightower Advisors, Llc
  Deerfield, IL
• 2015-09-22 → 2018-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2015-09-21

Designations

• Certified Financial Planner