Ryan Geris, financial advisor Duluth MN
93 score

Ryan Geris

CRD Number: 5583524
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ryan Geris (CRD# 5583524) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Duluth, MN Jun 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth, MN May 2012 - Current 4
Wells Fargo Advisors Duluth, MN May 2011 - Apr 2012 < 1
Merrill Lynch Duluth, MN Aug 2008 - Apr 2011 2
Unemployed (job Search) Duluth, MN Apr 2008 - Aug 2008 < 1
Stockton Thunder Stockton, CA Sep 2007 - Apr 2008 < 1
Unemployed (off-season Training) Duluth, MN Jun 2007 - Aug 2007 < 1
University Of Minnesota Duluth Duluth, MN Aug 2002 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Ryan M. Geris
Phone Number: 800-637-7455
Registered State(s):
  • MN
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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