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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-17
PA RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2025-11-17
  • PA RA
    APPROVED
    Since 2025-10-27

Branch Locations

2 Bala Plz, Bala Cynwyd, PA 19004 • United States

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 07/2024 Present
Self Employed Needham MA 12/2022 05/2024
D50 Media Chestnut Hill MA 06/2023 07/2023
Lifetime Fitness Westwood MA 02/2021 09/2022
Ryan Painting Llc Philadelphia PA 06/2020 08/2020
Germantown Friends School Philadelphia PA 09/2007 06/2020
Babson College Wellesley MA 08/2020 05/2024
Brendan Ryan Philadelphia PA 06/2020 08/2020
Germantown Friends School Philadelphia PA 06/2016 08/2019
Brendan Ryan Philadelphia PA 06/2020 08/2020
  • 07/2024 → Present
    Philadelphia, PA
  • 12/2022 → 05/2024
    Self Employed
    Needham, MA
  • 06/2023 → 07/2023
    D50 Media
    Chestnut Hill, MA
  • 02/2021 → 09/2022
    Lifetime Fitness
    Westwood, MA
  • 06/2020 → 08/2020
    Ryan Painting Llc
    Philadelphia, PA
  • 09/2007 → 06/2020
    Germantown Friends School
    Philadelphia, PA
  • 08/2020 → 05/2024
    Babson College
    Wellesley, MA
  • 06/2020 → 08/2020
    Brendan Ryan
    Philadelphia, PA
  • 06/2016 → 08/2019
    Germantown Friends School
    Philadelphia, PA
  • 06/2020 → 08/2020
    Brendan Ryan
    Philadelphia, PA
Other Businesses

I*: 1983270 Name of the other business The 9 Mile Project Whether the business is investment-related No Address of the other business Westwood, Massachusetts Nature of the other business Non-profit Organization Your position Director of Finance Title, or relationship with the other business Board Member Start date of your relationship August 30 2024 Approximate number of hours/month you devote to the other business8hours/month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business The role as the director of finance involves coordinating with the accountants and reviewing the financial statements for our organization. The non-profit was set up by one of my closest friends, who worked with our friend, a student, to set up a donations pipeline to other underprivileged youth in his home community. My close friend, is the founder of the project and has decision making authority. There is a total of seven of us, on the board of directors, with three of the other seats being filled by fellow students.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
Other Names
  • Aidan Michael Kleitz

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