Carl Ragnar Anderson

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

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lisle, IL
• 09/2016 → 10/2019
  Pricewaterhousecoopers
  Chicago, IL
• 05/2016 → 09/2016
  Extended Travel
  Wheaton, IL
• 11/2019 → Present
  Bank Of America, N.A
  Lisle, IL

Other Businesses

I*405084, Entity Type: Entity For Profit, Name of OBA: CEA Ventures LLC, Address: Wheaton, Illinois 60189, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 07/01/2020, No Hours: 15, No Hours during trading: 0, Duties: This is a rental property with the purpose of generating rental income.I* 2892268Entity Type: N/AName of OBA: K. and C.V.Address:Grand Rapids IllinoisInvestment Related:NoPosition, Title, Association:ExecutorStart Date:09/30/2025No Hours: 0 YearlyNo Hours during trading:0 YearlyDuties:Executor for Siblings I*3961281 Entity Type: N/A Name of OBA: E A Address: Wheaton, Illinois, 60189 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/06/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Spouse

Exams

• S66 Uniform Combined State Law Examination
  2019-10-07

Other Names

• Carl Anderson