Ryan M Dorian

$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	2025-10-08
NY	RA	APPROVED	2025-09-24

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	11/2022	08/2025
Kohr Golf Center	Natick	MA	08/2022	10/2022
Beta Theta Pi	Hamilton	NY	09/2019	12/2021
Amerivet Securities	New York	NY	06/2021	08/2021
Navy Beach Restaurant	Montauk	NY	07/2020	08/2020
Prov.NEt	Providence	RI	05/2020	06/2020
Gentle Giant Moving Company	Boston	MA	06/2019	08/2019
Linx Camp	Wellesley	MA	06/2018	08/2018
Tenacity	Boston	MA	06/2017	08/2017
Colgate University	Hamilton	NY	08/2018	05/2022
Unemployed	Wellesley	MA	05/2022	08/2022
Beaver Country Day School	Chestnut Hill	MA	08/2014	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	09/2025	Present

11/2022 → 08/2025

Morgan Stanley

New York, NY
08/2022 → 10/2022

Kohr Golf Center

Natick, MA
09/2019 → 12/2021

Beta Theta Pi

Hamilton, NY
06/2021 → 08/2021

Amerivet Securities

New York, NY
07/2020 → 08/2020

Navy Beach Restaurant

Montauk, NY
05/2020 → 06/2020

Prov.NEt

Providence, RI
06/2019 → 08/2019

Gentle Giant Moving Company

Boston, MA
06/2018 → 08/2018

Linx Camp

Wellesley, MA
06/2017 → 08/2017

Tenacity

Boston, MA
08/2018 → 05/2022

Colgate University

Hamilton, NY
05/2022 → 08/2022

Unemployed

Wellesley, MA
08/2014 → 05/2018

Beaver Country Day School

Chestnut Hill, MA
09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-24