Ryan Andrew Lebrun
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered 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.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Bank of AmericaApr 2024 to Apr 2026
- Cumberland FarmsMar 2023 to Apr 2024
- Lazy Dog Beer ShoppeMar 2023 to Jun 2023
- Whole Foods MarketNov 2022 to Apr 2023
- MayflowerDec 2021 to Dec 2022
- UnemployedOct 2021 to Dec 2021
- Nature's Remedy of MassachusettsMay 2020 to Sep 2021
- UnemployedApr 2020 to May 2020
- Alternative Therapies GroupAug 2019 to Mar 2020
- UnemployedMay 2019 to Aug 2019
- Fidelity InvestmentsMar 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
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
- 6625912
- Firm CRD
- 7691