CW Advisors
41yrs
Top advisor by experience in Basking Ridge
32yrs
Ryan Duffy
Financial advisor at Merrill
Based in Basking Ridge, New Jersey, Ryan Duffy is a fiduciary financial advisor with 32 years of industry experience. Ryan has been with Merrill since 2003. 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 62 advisors with offices in Basking Ridge, and one of 56 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience at Merrill
OfficeBasking Ridge, NJ
FirmMerrill
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 ?1 state
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.
Career
- 2003 – nowMerrillCurrent firm
Contact Ryan
(800) 637-7455Firm headquarters in New York, NY. Ask for Ryan. Basking Ridge, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Merrill at (800) 637-7455 and ask for Ryan Duffy. Ryan works from the Basking Ridge, NJ office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1994, about 32 years. Top 12% by experience at Merrill.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ryan 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.
Other advisors nearby
Equitable Advisors
40yrs
Top 3% by experience in Basking Ridge
CW Advisors
39yrs
Top 5% by experience in Basking Ridge
&partners
39yrs
Top 5% by experience nationwide
Osaic Wealth
39yrs
Top 5% by experience nationwide
Park Avenue Securities
39yrs
Top 4% by experience at Park Avenue Securities