Paul Michael Ridley
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Thrivent FinancialJul 2024 to now
- Thrivent Investment Management IncJun 2024 to now
- Exencial Wealth AdvisorsSep 2022 to Feb 2024
- Prudential Insurance Company of AmericaAug 2020 to Sep 2022
- Pruco Securities, LLC.May 2020 to Sep 2022
- Self - Rental OwnerJan 2017 to Jul 2024
- Coldwell Banker Prime ProperiesMay 2016 to Oct 2020
- LowesMar 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4415464
- Firm CRD
- 7691