Ryan Wood

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

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2022 → 11/2022
  Freedom Mortgage
  Tempe, AZ
• 06/2019 → 05/2022
  Nationstar Mortgage Dba Mr. Cooper
  Chandler, AZ
• 05/2019 → 06/2019
  Extended Travel
  N/A, XX
• 02/2017 → 05/2019
  University Of Arizona Athletics
  Tucson, AZ
• 09/2018 → 04/2019
  Tucson Roardunners
  Tucson, AZ
• 08/2015 → 05/2019
  University Of Arizona
  Tucson, AZ
• 11/2022 → 12/2022
  Unemployed
  Scottsdale, XX
• 04/2015 → 05/2019
  Dr. Christopher R Wood P C.
  Phoenix, AZ
• 02/2023 → Present
  Bank Of America, N.A.
  Chandler, AZ

Other Businesses

Wood Capital LLC, not investment related, principal address is 7532 E Pierce st, created 2/1/2022, principle is Ryan Wood and Samantha Wood, created LLC just to umbrella a personal single family investment property, 0 hours worked weekly on this I*1136337 For profit or not for profit: Entity For Profit Name of outside business organization: Wood Capital LLC Investment related: N Address of business: Scottsdale, Arizona, 85257 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 2/1/2022 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: , LLC set-up for our rental property

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03