Ryan Patrick Powelson

$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	2025-11-03
NY	RA	APPROVED	2025-09-23

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2025	Present
Preston Trail Golf Club	Dallas	TX	09/2022	06/2025
Freddys Frozen Custard And Steakburgers	West Chester	PA	10/2018	08/2019
Student Malvern Preparatory School	Malvern	PA	09/2014	05/2021
Student Southern Methodist University	Dallas	PA	08/2021	05/2025
Dupont Country Club/ Rockland Sports	Wilmington	DE	06/2020	06/2021
Bank Of America	Wayne	PA	06/2024	08/2024

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2022 → 06/2025

Preston Trail Golf Club

Dallas, TX
10/2018 → 08/2019

Freddys Frozen Custard And Steakburgers

West Chester, PA
09/2014 → 05/2021

Student Malvern Preparatory School

Malvern, PA
08/2021 → 05/2025

Student Southern Methodist University

Dallas, PA
06/2020 → 06/2021

Dupont Country Club/ Rockland Sports

Wilmington, DE
06/2024 → 08/2024

Bank Of America

Wayne, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-23

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