Ramon Anthony Resendiz

$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	2026-05-28
MD	RA	APPROVED	2026-05-07

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	07/2023	Present
Lakeland Elementary Middle School	Baltimore	MD	01/2013	06/2018
Lansdowne High Academy Of Finance	Baltimore	MD	09/2018	06/2021
Community College Of Baltimore County	Baltimore County	MD	01/2020	08/2023
Ble Training (Goldman Sachs)	Baltimore	MD	01/2023	05/2023
Unemployed	Baltimore	MD	06/2018	09/2018

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
01/2013 → 06/2018

Lakeland Elementary Middle School

Baltimore, MD
09/2018 → 06/2021

Lansdowne High Academy Of Finance

Baltimore, MD
01/2020 → 08/2023

Community College Of Baltimore County

Baltimore County, MD
01/2023 → 05/2023

Ble Training (Goldman Sachs)

Baltimore, MD
06/2018 → 09/2018

Unemployed

Baltimore, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-06

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