Ryan Foley, financial advisor Pleasanton CA

Ryan Foley

CRD Number: 6672252
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ryan Foley (CRD# 6672252) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Mark Greenberg, financial advisor Pleasanton CA
Mark A. Greenberg
CRD# 1245314
Wealth & Tax Planners
Similar Advisors
Kirsten Tangeman, financial advisor Pleasanton CA
Kirsten B. Tangeman
CRD# 2238419
Lpl Financial LLC
Similar Advisors
John Aaron, financial advisor Pleasanton CA
John D. Aaron
CRD# 5567930
Avantax Advisory Services
Company Name Location Dates Years
Bank Of America, N.a. Pleasanton, CA Jun 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton, CA May 2018 - Current 3
Construction Testing Services, Inc. Pleasanton, CA Jan 2018 - Apr 2018 < 1
Unemployed Pleasanton, CA Jul 2017 - Dec 2017 < 1
California Polytechnic State University San Luis Obispo, CA Sep 2012 - Jun 2017 4
California Polytechnic State University San Luis Obispo, CA Sep 2015 - May 2017 1
Northwestern Mutual Walnut Creek, CA Jun 2016 - Sep 2016 < 1
Unemployed Pleasanton, CA Jul 2012 - Aug 2012 < 1
Amador Valley High School Pleasanton, CA Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Ryan Foley
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • CA
  • ID
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.