Ryan Schilling

$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
TX	RA	APPROVED	2017-05-17
CA	RA	APPROVED	2017-05-10

Branch Locations

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

Organization	City	State	From	To
360 Financial	Minnetonka	MN	10/2013	11/2016
Lpl Financial, Llc	Minnetonka	MN	04/2014	11/2016
Morgan Stanley	San Francisco	CA	11/2016	04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	04/2017	Present
Bank Of America, N.A.	San Francisco	CA	05/2017	Present

10/2013 → 11/2016

360 Financial

Minnetonka, MN
04/2014 → 11/2016

Lpl Financial, Llc

Minnetonka, MN
11/2016 → 04/2017

Morgan Stanley

San Francisco, CA
04/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
05/2017 → Present

Bank Of America, N.A.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-30

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