Ryan Dunton, financial advisor Madison WI

Ryan Dunton

CRD Number: 6602652
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ryan Dunton (CRD# 6602652) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Madison, WI Jul 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison, WI Jun 2018 - Current 3
University Of Wisconsin-madison Madison, WI Sep 2014 - May 2018 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha, WI Jun 2017 - Aug 2017 < 1
Northwestern Mutual Germantown, WI May 2016 - Aug 2016 < 1
Wells Fargo Advisors Waukesha, WI May 2015 - Aug 2015 < 1
Chenequa Country Club Hartland, WI May 2014 - Dec 2014 < 1
Oconomowoc High School Oconomowoc, WI Sep 2010 - May 2014 3
Marcus Majestic Theater Waukesha, WI May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Ryan Dunton
Phone Number: 800-637-7455
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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