Ryan Jacob Evans
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- University Partners - Canvas Tempe ApartmentsJan 2023 to May 2024
- Cardinal Group Management & AdvisoryJan 2023 to May 2023
- Arizona State UniversityAug 2022 to Aug 2024
- Sunbird Golf ResortAug 2021 to Dec 2022
- Chandler-gilbert Community CollegeAug 2020 to May 2022
- Covid Related LayoffMar 2020 to Jul 2021
- Tide Dry CleanersAug 2019 to Mar 2020
- Which Wich Sandwhich Co.Feb 2019 to Aug 2019
- UnemployedAug 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7977133
- Firm CRD
- 7691