Ryan ArsenaultCRD Number: 7078403
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ryan Arsenault (CRD# 7078403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 3 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Bank Of America, N.a.||Burlington, MA||Mar 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Burlington, MA||Feb 2019 - Current||4|
|Corcoran & Havlin Insurance Group||Wellesley, MA||Oct 2016 - Feb 2019||2|
|Blank Industries||Hudson, MA||Sep 2016 - Oct 2016||< 1|
|Single Platform||Waltham, MA||May 2016 - Sep 2016||< 1|
|Foster Sullivan Insurance Group||North Andover, MA||Sep 2013 - May 2016||2|
|Power Outage Services Inc.||Boxford, MA||May 2013 - Sep 2013||< 1|
|University Of New Hampshire||Durham, NH||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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