RL
RL

Ryan Longfield

20 Years of Experience
Hanover, NH
Broker

Ryan Longfield is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hanover, NH, with 20 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

63 S Main St, Hanover, NH, 03755

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is involved in several outside business activities. He co-owns R and A Longfield with family members, dedicating minimal time, and owns Austin Road LLC, a rental property, also dedicating minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - Present · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - April 2017 · 4 yrs 6 mos
Deutsche Bank Securities INC.Broker
May 2001 - April 2008 · 6 yrs 11 mos
Lehman Brothers INC.Broker
September 2000 - May 2001 · 8 mos
State Registrations45 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMTNCNDNENHNJNMNVNYOHORPAPRRISCTNTXUTVAVTVirgin IslandsWAWY
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.