Ryan Warzel (CRD# 7693014) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynwood, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynnwood, WA | Jan 2023 - Current | 1 |
| Foushee And Associates, Inc. | Bellevue, WA | Oct 2018 - Jan 2023 | 4 |
| Hensel Phelps | Bellevue, WA | Jul 2017 - Sep 2018 | 1 |
| University Of Washington | Seattle, WA | Sep 2016 - Jun 2017 | < 1 |
| Turner Construction Company | Seattle, WA | Jun 2016 - Sep 2016 | < 1 |
| University Of Washington | Seattle, WA | Sep 2015 - Jun 2016 | < 1 |
| City Of Richmond - Public Works | Richmond, Bc, | Apr 2015 - Sep 2015 | < 1 |
| University Of Washington | Seattle, WA | Sep 2014 - Mar 2015 | < 1 |
| City Of Richmond - Public Works | Richmond, Bc, | Jun 2014 - Sep 2014 | < 1 |
| University Of Washington | Seattle, WA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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