Morgan Stanley
47yrs
Top advisor by experience in New York
31yrs
Anna Ryan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in New York
Office75 Rockefeller Plaza, New York, NY 10019
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
Questions to ask Anna
Tailored to Anna’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Anna
How do I contact Anna?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Anna Ryan. Anna works from the New York, NY office.
How long has Anna been a financial advisor?
Anna has been in the industry since 1995, about 31 years. Top 12% by experience in New York.
What licenses does Anna hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anna for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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