Ryan P Molta
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- University of Massachusetts AmherstSep 2024 to Sep 2025
- Cape Cod Five Cents Savings BankMay 2024 to Aug 2025
- Cape Cod Five Cents Savings BankMay 2023 to Aug 2023
- Old Farm Golf Club LLCMay 2022 to Aug 2022
- Whalley Computer AssociatesMay 2022 to Aug 2022
- Old Farm Golf Club LLCMay 2021 to Aug 2021
- Syracuse UniversitySep 2020 to May 2024
- Old Farm Golf Club LLCJun 2020 to Aug 2020
- Old Farm Golf Club LLCMay 2019 to Nov 2019
- Berkshire Hathaway Homeservices Realty ProfessionalsJun 2018 to Sep 2025
- Bumpy's Natural & Organic FoodsMay 2018 to Aug 2018
- Southwick High SchoolSep 2016 to May 2020
- UnemployedMar 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8173672
- Firm CRD
- 7691