Ryan Merrell, financial advisor Miami FL
96 score

Ryan Merrell

CRD Number: 4468943
Current Firm: Transamerica Retirement Advisors, LLC

Ryan Merrell (CRD# 4468943) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Miami, FL and has over 14 years of experience in the finance industry. Ryan Merrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Diversified Investors Securities Corp. Miami, FL Jan 2010 - Current 6
Diversified Investment Advisors Miami, FL Dec 2009 - Current 7
Citigroup Global Markets Inc. Miami, FL Nov 2007 - Dec 2009 2
University Of Miami Coral Gables, FL Aug 2009 - Oct 2009 < 1
American Express Financial Advisors Redbank, NJ Oct 2001 - Oct 2007 6
Ids Life Insurance Company Redbank, NJ Oct 2001 - Oct 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Ryan T. Merrell
Phone Number: 866-368-0566
Registered State(s):
  • AL
  • MD
  • FL
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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