Ryan Wetsel
Ryan Wetsel is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rancho Santa Fe, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
5951 La Sendita, Rancho Santa Fe, CA, 92067
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Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Ryan owns Creston Oaks LLC, through which he is purchasing property, cows, and horses, and making private placement investments. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
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.