Samuel
Ryder

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6974439
Investment Advisor
in Lakeland, FL

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About this Advisor

Samuel Ryder is a financial advisor based in Lakeland, Florida with 1 year of relevant experience. Ryder is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Morgan Stanley, Florida Southern College, Lindley G. Cook 4-H Camp, Zumiez, Lindley G.Cook 4-H, Allentown High Shcool, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Dynasty Building Solutions and Fluid Truck Share. Ryder maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in assets under management between its 2,864,234 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management vary depending on the services offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

100 S Kentucky Ave
Lakeland, FL 33801

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

FL Average: $7,464,549,021
Total Number of Employees

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Samuel Ryder Work History

Samuel has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2021 - 2021 (< 1 year)

Fluid Truck Share

2019 - 2019 (< 1 year)

Dynasty Building Solutions

2018 - 2018 (< 1 year)

Morgan Stanley

2017 - 2018 (1 year)

Florida Southern College

2016 - 2016 (< 1 year)

Lindley G. Cook 4-H Camp

2016 - 2017 (1 year)

Florida Southern College

2015 - 2015 (< 1 year)

Lindley G. Cook 4-H Camp

2015 - 2015 (< 1 year)

Zumiez

2014 - 2014 (< 1 year)

Lindley G.Cook 4-H

2014 - 2015 (1 year)

Florida Southern College

2014 - 2018 (4 years)

Florida Southern College

2013 - 2014 (1 year)

Zumiez

2011 - 2014 (3 years)

Allentown High Shcool

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Ryder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Nicholas Fioroni
Auburn Hills, MI
Amy Sorge
New York, NY
Suzana Markasevic
New York, NY
Kristopher Kasarjian
Santa Monica, CA
Zhen Liu
Irvine, CA
Thomas Theodore
Lincoln, RI
Francis Abella
Napa, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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