Ryan Fain

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cayce, SC
• 05/2022 → Present
  Bank Of America N.A.
  Cayce, SC
• 12/2020 → 05/2022
  Fox Sc Acquisitions Llc
  Columbia, SC
• 07/2020 → 11/2020
  Usps
  Columbia, SC
• 06/2013 → 05/2020
  Fox Sc Acquisitions Llc
  Columbia, SC

Other Businesses

I*2886273 Entity Type: N/A Name of OBA: C.L.F JR Address:Bluffton South Carolina Investment Related:No Position, Title, Association:Successor Trustee Start Date:09/30/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Successor Trustee for Parents I*2886272 Entity Type: N/A Name of OBA: C.L.F JR Address:Bluffton South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/30/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Power of Attorney for Parents

Exams

• S66 Uniform Combined State Law Examination
  2022-10-05

Other Names

• Ryan A Fain