Ryan P Beshany

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

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 11/2014 → Present
  Bank Of America N.A.
  Ponte Vedra, FL

Other Businesses

I*75505 FOR-PROFIT ORGANIZATION: POA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PONTE VEDRA BEACH, FLORIDA 32082 NATURE OF BUSINESS: POA POSITION: FIDUCIARY START DATE OF RELATIONSHIP: 9/22/2014 NUMBER OF HOURS DEVOTED: 1 HR MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: POA I*: 1695256 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Palm Coast FL Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 1/1/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Owner of rental property I*: 2538284 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Sugar Mountain, FL 28640 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/15/2025 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: Owner of rental property I*3802267 Entity Type: Rental property Name of OBA: Rental Property 3 Address: Bozeman, Montana, 59715 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 04/01/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Sole owner Rental property

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17

Other Names

• Ryan Philip Beshany