Ryan W Merkel

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

• 07/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Incorporated
  Albuquerque, NM
• 04/2019 → Present
  Bank Of America, N.A.
  Albuquerque, NM

Other Businesses

I*384156For profit or not for profit: Entity For ProfitName of outside business organization: Even Eye Enterprises, LLCInvestment related: NAddress of business: Haslet, Texas, 76052Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2016Number of hours devoted: 30 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Purpose of the business is to create, manufacture and sell children's toys (including but not limited to small plastic figurines and stuffed animals and collectibles) for profit. I*1192277, Entity Type: Entity For Profit, Name of OBA: R W Merk, Address: Haslet, Texas, 76052, Investment Related: N, Position, Title, Association: Other, Employee State Date: 07/17/2025, No Hours: 16 Weekly, No Hours during Trading: 0 Weekly, Duties: Creating art, writing stories and publishing my work for sale, Make money selling art, drawings and writings.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-15

Other Names

• Ryan William Merkel