RM
Ryan D. Merrell
MERRELL BROTHERS
Jacksonville, FL
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CRD#: 6115812
RM
Professional summary
Ryan Dale Merrell is a registered financial advisor currently at MERRELL BROTHERS, LLC located in Jacksonville, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RYAN MERRELL OWNS AND OPERATES MERRELL FISHING COMPANY. THE MERRELL FISHING COMPANY RUNS OFFSHORE FISHING CHARTERS OFF JACKSONVILLE, FLORIDA AND IS NOT AN INVESTMENT RELATED FIRM. RYAN MERRELL IS THE VICE PRESIDENT OF MERRELL FISHING COMPANY, WHICH IS LOCATED AT 8041 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256. RYAN MERRELL'S DUTIES AT MERRELL FISHING COMPANY WILL NOT INTERFERE WITH MERRELL BROTHERS, LLC INVESTMENT MANAGEMENT. RYAN MERRELL DEVOTES LESS THAN 32 HOURS PER MONTH TO MERRELL FISHING COMPANY WITH NO OR MINIMAL HOURS DEVOTED DURING SECURITIES TRADING HOURS. RYAN MERRELL HAS OWNED AND OPERATED MERRELL FISHING COMPANY SINCE 2003. RYAN MERRELL CURRENTLY WORKS AS AN ATTORNEY FOR CANCER SPECIALISTS, LLC, A MEDICAL ONCOLOGY AND HEMATOLOGY MEDICAL PRACTICE IN NORTH EAST FLORIDA LOCATED AT 9143 PHILIPS HIGHWAY, SUITE 560, JACKSONVILLE, FL 32256. CANCER SPECIALISTS, LLC IS NOT AN INVESTMENT RELATED FIRM. SINCE RYAN MERRELL WILL BE MOSTLY INVOLVED WITH SECURITY ANALYSIS RESEARCH AT MERRELL BROTHERS, LLC, RYAN MERRELL'S DUTIES AT CANCER SPECIALISTS, LLC WILL NOT INTERFERE WITH MERRELL BROTHERS, LLC INVESTMENT MANAGEMENT. RYAN MERRELL DEVOTES APPROXIMATELY 160 HOURS PER MONTH TO CANCER SPECIALISTS, LLC WITH MOST OF THAT TIME OCCURRING DURING SECURITIES TRADING HOURS. MR. MERRELL HAS BEEN EMPLOYED WITH CANCER SPECIALISTS, LLC AND ITS PREDECESSORS SINCE 2006.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Dale Merrell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2013 - Present
MERRELL BROTHERS, LLC
RIA
CRD#: 165148
Jacksonville, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/19/2013)
Current Firm
MB
MERRELL BROTHERS, LLC
MERRELL BROTHERS, LLC | MERRELL, BRENNAN WILLIAM
CRD#: 165148 / SEC#:
Florida
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Contact information
Main Address
Jacksonville, FL
Mailing Address
Phone number
(904) 222-8881
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 5,247,024 |
Red Flags
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