Dylan J Ridle

$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	2024-09-20
IL	RA	APPROVED	2024-07-04

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Chicago	IL	08/2023	04/2024
Royal Fox Country Club	St. Charles	IL	01/2019	08/2023
Wok N Fire	St. Charles	IL	12/2018	01/2019
St. Charles North High School	St. Charles	IL	08/2015	06/2019
University Of Nebraska - Lincoln	Lincoln	NE	08/2019	05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westmont	IL	05/2024	Present
Bank Of America, N.A.	Westmont	IL	07/2024	Present

08/2023 → 04/2024

Morgan Stanley Smith Barney Llc

Chicago, IL
01/2019 → 08/2023

Royal Fox Country Club

St. Charles, IL
12/2018 → 01/2019

Wok N Fire

St. Charles, IL
08/2015 → 06/2019

St. Charles North High School

St. Charles, IL
08/2019 → 05/2023

University Of Nebraska - Lincoln

Lincoln, NE
05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westmont, IL
07/2024 → Present

Bank Of America, N.A.

Westmont, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-02
S63	Uniform Securities Agent State Law Examination	2023-11-29