John A Ryan

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

• 08/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 07/2011 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*122252 For profit or not for profit: For-Profit Organization Name of outside business organization: Half Galena, LLC Investment related: N Address of business: Fort Worth, Texas 76107 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 10/3/2018 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Formed an LLC with family to purchase a 2nd home in Telluride shared with my brother in law Marshall Boyd

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-16
• S63 Uniform Securities Agent State Law Examination
  1984-11-29

Other Names

• John Anthony Ryan