Ryan Deany

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plano, TX
• 09/2009 → 12/2025
  Bank Of America, N.A.
  Plano, TX
• 01/2026 → Present
  Bmo Bank Na
  Chicago, IL
• 08/2026 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2009-09-22 → 2025-12-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Iselin, NJ
  Boston, MA
  Morton Grove, IL
  Chicago, IL
  Northbrook, IL
  Skokie, IL
  Northbrook, IL
  Evanston, IL
  Morton Grove, IL
  Skokie, IL
  Barrington, IL
  Vernon Hills, IL
  Lake Zurich, IL
  Barrington, IL
  Northbrook, IL
  Barrington, IL
  Chicago, IL
  Dallas, TX
  Chicago, IL
  Frisco, TX
  Boston, MA
  Newport Beach, CA
  Frisco, TX
• 2008-10-24 → 2009-04-03
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2006-01-23 → 2007-10-11
  Ameriprise Financial Services, Llc
  Chicago, IL
  Rosemont, IL

Other Businesses

1. 8/2026 - BMO Bank - Financial Institution Duty - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - Chicago IL 60606 - OBA Start date: 07/30/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 8/2026

Exams

• S66 Uniform Combined State Law Examination
  2005-12-27

Other Names

• Ryan Herbert Deany