Bryce Witner, financial advisor Cranston RI
89 score

Bryce Witner

CRD Number: 6190180
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bryce Witner (CRD# 6190180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cranston, RI and has over 3 years of experience in the finance industry.

Similar Advisors
Ronald Kent, financial advisor Cranston RI
Ronald W. Kent
CRD# 728447
Spinnaker Asset Management Inc.
Score
103
Similar Advisors
Rick Campbell, financial advisor Cranston RI
Rick W. Campbell
CRD# 4566472
Financial Independence, LLC
Score
103
Similar Advisors
John Ginsbury, financial advisor Cranston RI
John Ginsbury
CRD# 5814640
Oppenheimer & Company Inc.
Score
100
Company Name Location Dates Years
Bank Of America, N.a. Providence, RI Oct 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence, RI Apr 2013 - Current 3
Ri Urban Equity Incubator, Dba: Urban Ventures Providence, RI Mar 2010 - Apr 2013 3
Ri State House Providence, RI Feb 2010 - Mar 2010 < 1
Fidelity Investments Smithfield, RI Jan 2010 - Feb 2010 < 1
Unemployed Unemployed, RI Nov 2008 - Jan 2010 1
Education Evaluators International, Inc. Providence, RI Feb 2007 - Nov 2008 1
Passport Express Services, Inc. Providence, RI Feb 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Bryce L. Witner
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Bryce Witner and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.