Dean
Ravenscroft

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7036330
Investment Advisor
in Minneapolis, MN

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About this Advisor

Dean Ravenscroft is a financial advisor working out of Minneapolis, Minnesota who has 1 year of industry experience. Ravenscroft is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Edward Jones, Weis Builders, Inc, Homrak Construction Inc, Broad Street Brick & Patio LLC, Hom Property Management LLC, Hom Property Managment LLC, Josh Kleinschmidt Construction & Concrete LLC, River Bend Business Products Inc, Mankato Tap House, Minnesota State Colleges And Universities, Dept Of The Army, Minnesota State University Mankato, Minnesota Army National Guard, Pepsi Cola Of Mankato, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Ravenscroft holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets between its 2,864,234 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs a wide range of services, such as 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. A financial advisor's fees largely depend on the type of financial services offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include 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

80 S 8Th St
Minneapolis, MN 55402

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MN Average: 88
Total Number of Accounts

2,864,234

MN Average: 3,892
Average Account Size

$381,844

MN 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

Dean Ravenscroft Work History

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

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2018 - 2022 (4 years)

Edward Jones

2017 - 2018 (1 year)

Weis Builders, Inc

2016 - 2017 (1 year)

Homrak Construction Inc

2016 - 2016 (< 1 year)

Broad Street Brick & Patio LLC

2016 - 2016 (< 1 year)

Hom Property Management LLC

2016 - 2016 (< 1 year)

Pepsi Cola Of Mankato

2015 - 2015 (< 1 year)

Hom Property Managment LLC

2015 - 2015 (< 1 year)

Broad Street Brick & Patio LLC

2015 - 2015 (< 1 year)

Josh Kleinschmidt Construction & Concrete LLC

2014 - 2015 (1 year)

River Bend Business Products Inc

2014 - 2014 (< 1 year)

Mankato Tap House

2014 - 2014 (< 1 year)

Minnesota State Colleges And Universities

2013 - 2013 (< 1 year)

Minnesota Army National Guard

2011 - 2017 (6 years)

Dept Of The Army

2010 - 2017 (7 years)

Minnesota State University Mankato

*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 Dean Ravenscroft to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Newport Beach, CA
Jennifer Roensch
Vienna, VA
Charles Franckowiak
Westmont, IL
Scott Smeltzer
Newport Beach, CA
John Fiore
Greenwich, CT

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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