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Advisors / New Jersey / Short Hills
31yrs

Peter Ryan

Financial advisor at Merrill

Peter Ryan has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Short Hills, New Jersey. Peter has been with Merrill since 2011. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.

Short Hills, NJ 07078Top 14% by experience at MerrillFiduciary advisor
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At a glance

Experience31 years (since 1995)
How that compares ?Top 14% by experience at Merrill
Office51 John F Kennedy Parkway, Short Hills, NJ 07078
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2011 – now
    MerrillCurrent firm

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Peter

How do I contact Peter?

Call Merrill at (800) 637-7455 and ask for Peter Ryan. Peter works from the Short Hills, NJ office.

How long has Peter been a financial advisor?

Peter has been in the industry since 1995, about 31 years. Top 14% by experience at Merrill.

What licenses does Peter hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Peter a fiduciary?

Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Peter paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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