RM
RM

Ryan Meier

9 Years of Experience
Portland, OR
1 DisclosureBroker

Ryan Meier is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Portland, OR, with 9 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

1211 SW 5th Ave, Portland, OR, 97204

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History

Regulatory History (1)
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.
Criminal
October 1995
Final Disposition
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2018 - September 2022 · 4 yrs
J.P. Morgan Securities LLCBroker
September 2018 - September 2022 · 4 yrs
Thrivent Investment Management INC.
January 2018 - August 2018 · 7 mos
Thrivent Investment Management INC.Broker
January 2018 - August 2018 · 7 mos
Edward Jones
July 2016 - October 2017 · 1 yr 3 mos
Edward JonesBroker
April 2016 - October 2017 · 1 yr 6 mos
State Registrations15 states
AKAZCACOCTFLILLANJNVOKORTXUTWA
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.