Ryan Frederick Rambacher

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

• 10/2008 → 11/2022
  Charles Schwab Bank Ssb
  St. Paul, MN
• 10/2008 → 11/2022
  Charles Schwab & Co, Inc
  St. Paul, MN
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stillwater, MN
• 01/2023 → Present
  Bank Of America, N.A.
  Stillwater, MN

Previous Registrations

• 2008-10-23 → 2022-12-08
  Charles Schwab & Co., Inc.
  Edina, MN
  Woodbury, MN
  Edina, MN

Other Businesses

Rental Property | Not Investment Related | 621 35th Hastings, MN | Real Estate (Non-Agent/Broker) | Owner | Start date of 04.08.2019| For Less than 20 hours per month, none during trading hours | I am the landlord/owner of a rental home I rent out to a family member. I*1103252 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: hastings, Minnesota Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/7/2022 Number of hours devoted: 3 hour(s) Yearly Number of hours devoted during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2007-08-06
• S63 Uniform Securities Agent State Law Examination
  2005-07-27

Other Names

• Ryan F Rambacher