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Ryan Mccleary

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Antonio, TX

Houston, TX

CRD 5095990

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

1803 Broadway St, San Antonio, TX 78215 • United States

800 Capitol St, Houston, TX 77002 • 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
Citi Private Bank Houston TX 08/2013 05/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-10-31
  • S63 Uniform Securities Agent State Law Examination
    2013-10-31
Designations
  • Chartered Financial Analyst
Other Names
  • Ryan Christian Mccleary
  • Ryan Christian Mccleary

View on SEC IAPD

Nearby Firms

1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC

Nearby Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
JASON MATTHEW PORTER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX

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