Ryan James Brems

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2010 → 10/2017
  Northwestern Mutual Investment Services, Llc
  Hiawatha, IA
• 10/2010 → 10/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → 10/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2017 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cedar Rapids, IA
• 11/2017 → 10/2022
  Bank Of America, N.A.
  Cedar Rapids, IA
• 10/2022 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2017-11-13 → 2022-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cedar Rapids, IA
  Bradenton, FL
  Ranch, FL

Other Businesses

(1) DBA: Brems Wealth Management, start date 10/2022, DBA email ryan@bremswealth.com used for Equitable business (2) Outside Insurance, Independent Agent, sales and service of fixed insurance products (3) Brems Wealth Management LLC, 12527 23rd Street E. Parrish, FL 34219, Manager/Sole Owner, planning purposes and Succession Planning. 01/01//2022, 3 HR/Mo, non-investment related. (4) Rotary Club of Lakewood Ranch, Vice-President starting July 2023, President Elect starting July 2024 and President starting July 2025 until June 2026, 8 hr/mo, non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-27
• S63 Uniform Securities Agent State Law Examination
  2011-06-16

Other Names

• Ryan James Brems
• Ryan Brems