Pennington, NJ 08534
Ronald Klear
Financial advisor at Merrill
Ronald Klear has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Pennington, New Jersey. Ronald joined Merrill in 2008, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 626 advisors with offices in Pennington, and one of 622 fiduciaries.
At a glance
Services through Merrill
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
- 2008 – nowMerrillCurrent firm
Contact Ronald
1100-1800 American Blvd Retirement & Personal Wealth SolutionsPennington, NJ 08534Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Ronald
Tailored to Ronald’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
About Ronald
How do I contact Ronald?
Call Merrill at (800) 637-7455 and ask for Ronald Klear. Ronald works from the Pennington, NJ office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 2000, about 27 years. Top 14% by experience in Pennington.
What licenses does Ronald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ronald 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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