Ryan D Rosenberg
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
23 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Ryan D Rosenberg? Claim your profile
Contact this firm
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
23 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- Cjs BarMay 2024 to May 2025
- Northrock PartnersMay 2024 to Aug 2024
- SnagitMay 2023 to Feb 2024
- City Lake LawMay 2022 to Aug 2022
- 8 HospitalityDec 2021 to Jan 2022
- Miami UniversityAug 2021 to May 2025
- America Display, IncMar 2019 to Oct 2019
- Marist High SchoolAug 2017 to May 2021
- UnemployedMay 2003 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8143859
- Firm CRD
- 7691