Ryan B Lun

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

• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 11/2010 → 04/2024
  Us Environmental Protection Agency
  Durham, NC
• 05/2024 → Present
  Bank Of America, N.A
  Raleigh, NC

Other Businesses

I*3760289 Entity Type: Entity Charitable Name of OBA: Kiwanis Club of Raleigh Address: Raleigh, North Carolina, 27602 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/20/2026 Number of Hours: 4, Yearly Number of Hours during trading: 1, Yearly Duties: The Kiwanis Club of Raleigh is the local chapter of the Kiwanis Club, a global organization of volunteers that is dedicated to helping improve the world one child and one community at a time. The local chapter has asked I serve on a Committee that organizes an annual event called "Charter Night." This event recognizes Kiwanian of the year and recognizes new members of the club. The committee is in charge of organizing the event, such as securing event space, entertainment and food. The committee is solely responsible for organizing this event and does not act in any other capacity.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30