Ryan Richard Russell

$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
CA	RA	APPROVED	2024-03-05
FL	RA	APPROVED	2022-10-27
CT	RA	APPROVED	2022-07-20
TX	RA	APPROVED	2022-07-20

Branch Locations

555 California St, San Francisco, CA 94104 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	10/2021	Present
Boston College	Chestnut Hill	MA	08/2017	05/2021
Wharton High School	Tampa	FL	08/2014	06/2017
Unemployed	Tampa	FL	06/2021	09/2021
State Street Corporation	Boston	MA	06/2020	08/2020

10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
08/2017 → 05/2021

Boston College

Chestnut Hill, MA
08/2014 → 06/2017

Wharton High School

Tampa, FL
06/2021 → 09/2021

Unemployed

Tampa, FL
06/2020 → 08/2020

State Street Corporation

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-18

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