RM
RM

Ryan Mcgee

28 Years of Experience
Scranton, PA
2 DisclosuresBroker

Ryan Mcgee is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Scranton, PA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

417 Lackawanna Ave, Scranton, PA, 18503

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Settled
Customer Dispute
December 2008
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - Present · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - Present · 17 yrs 7 mos
Previous Registrations
Wachovia Securities, LLCBroker
April 2006 - December 2008 · 2 yrs 8 mos
Wachovia Securities, LLC
April 2006 - December 2008 · 2 yrs 8 mos
PNC Investments
June 2005 - May 2006 · 11 mos
PNC InvestmentsBroker
September 2004 - May 2006 · 1 yr 8 mos
Nylife Securities INC.Broker
August 1997 - September 2004 · 7 yrs 1 mo
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Mcgee - Financial Advisor | TrueAdvisor