Ryan Peter Lynch

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

• 08/2019 → 11/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2016 → 07/2019
  Brandywine Ymca
  West Chester, PA
• 05/2018 → 09/2018
  Northwestern Mutual
  King Of Prussia, PA
• 08/2016 → 05/2019
  West Chester University
  West Chester, PA
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 02/2022 → Present
  Bank Of America, N.A.
  Tampa, FL

Previous Registrations

• 2021-10-07 → 2021-12-20
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-07
• S63 Uniform Securities Agent State Law Examination
  2019-10-11

Other Names

• Ryan Peter Lynch
• Ryan Lynch