Ryan Bertenshaw
CRD Number: 6668959Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ryan Bertenshaw (CRD# 6668959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Phoenix, AZ | May 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix, AZ | Dec 2017 - Current | 6 |
| University Of Arizona | Tucson, AZ | Aug 2017 - Nov 2017 | < 1 |
| Sterling Valet | Phoenix, AZ | May 2017 - Aug 2017 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2016 - May 2017 | < 1 |
| Merrill Lynch Pierce Fenner & Smith | Phoenix, AZ | May 2016 - Aug 2016 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2015 - May 2016 | < 1 |
| Voit Real Estate Services | Phoenix, AZ | Jun 2015 - Jul 2015 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2014 - May 2015 | < 1 |
| Cushman & Wakefield | Phoenix, AZ | Jun 2014 - Aug 2014 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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