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Ryan Rambacher

20 Years of Experience
Stillwater, MN
Broker

Ryan Rambacher is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Stillwater, MN, 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

219 Main St N, Stillwater, MN, 55082

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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 co-owns a rental property with family members since 2022 and is the landlord/owner of another rental home since 2019. He spends minimal time on these activities.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - Present · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2008 - December 2022 · 14 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 2008 - December 2022 · 14 yrs 2 mos
UBS Financial Services INC.Broker
July 2007 - October 2008 · 1 yr 3 mos
Chase Investment Services CORP.Broker
July 2005 - April 2007 · 1 yr 9 mos
State Registrations14 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.