Ryan Addison Bogert
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.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- DysisSep 2025 to Apr 2026
- Wells Fargo Clearing ServicesSep 2025 to Jan 2026
- LPL FinancialJul 2025 to Sep 2025
- Principal Securities, IncApr 2025 to Jul 2025
- Associate StaffingApr 2025 to May 2025
- Spot IncJun 2024 to Mar 2025
- DexianJan 2024 to May 2024
- Cpi SecurityJul 2023 to Oct 2023
- InstacartMay 2020 to Jul 2023
- University of North Carolina At CharlotteAug 2019 to Jun 2023
- Clean JuiceMay 2019 to Aug 2019
- Methodist UniversityAug 2018 to Jul 2019
- 316 SportsFeb 2017 to May 2017
- Hopewell Baptist ChurchAug 2015 to Nov 2016
- Metrolina Christian AcademyAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8065443
- Firm CRD
- 7691