Ralph
Merten

Suntrust Advisory Services, Inc

CRD#5424442
Investment Advisor
in Atlanta, GA
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About this Advisor

Ralph Merten is a certified financial planner and chartered financial analyst whose office is in Atlanta, Georgia. Currently a registered financial advisor with Suntrust Advisory Services, Inc, Merten has 11 years of professional experience. Merten has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Merten can advise customers in Georgia. The advisor has gained experience at Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Suntrust Bank and Morgan Stanley. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and has 1,572 additional offices across the nation. Overall, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 client accounts and retains more than 1,539 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

303 Peachtree Center Avenue Fp - Suite 140
Atlanta, GA 30303

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Ralph Merten Work History

Ralph has 11 years of experience.

2017 - Present (2 years)

Suntrust Investment Services, Inc

2016 - Present (3 years)

Suntrust Advisory Services, Inc

2015 - Present (4 years)

Suntrust Bank

2015 - 2015 (< 1 year)

Morgan Stanley

2012 - 2015 (3 years)

Suntrust Investment Services, Inc

2007 - 2012 (5 years)

Suntrust Investment Services, Inc

Disclosures

Ralph Merten has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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