RC
RC

Ryan Chamberlin

16 Years of Experience
Cincinnati, OH
Broker

Ryan Chamberlin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Cincinnati, OH, with 16 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

5905 E Galbraith Rd, Cincinnati, OH, 45236

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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 an officer at Portsmouth Cement and Lime Supply Company, a building supply company, where he provides advisory and financial support. He is also a general partner/managing member of CCb Holdings, a commercial and vacation rental holding company, focusing on financial management.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - Present · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Morgan Stanley
April 2016 - December 2022 · 6 yrs 8 mos
Morgan StanleyBroker
April 2016 - December 2022 · 6 yrs 8 mos
PNC Investments
December 2012 - May 2016 · 3 yrs 5 mos
PNC InvestmentsBroker
December 2012 - May 2016 · 3 yrs 5 mos
Edward Jones
May 2010 - November 2012 · 2 yrs 6 mos
Edward JonesBroker
May 2010 - November 2012 · 2 yrs 6 mos
Fifth Third Securities, INC.Broker
March 2009 - May 2010 · 1 yr 2 mos
State Registrations22 states
CACOCTFLILINKYLAMAMDMINCNDNJNYOHOKSCTNTXVAWI
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.