ChooseAFinancialAdvisor.com
Advisors / New Jersey / Pennington
27yrs

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.

Pennington, NJ 08534Top 14% by experience in PenningtonFiduciary advisor
Call MerrillDirections

At a glance

Experience27 years (since 2000)
How that compares ?Top 14% by experience in Pennington
Office1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2008 – now
    MerrillCurrent firm

Questions to ask Ronald

Tailored to Ronald’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 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.

Other advisors nearby

Merrill
42yrs
Joseph Anderson
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Top advisor by experience in Pennington
Fiduciary
Call Directions
Merrill
39yrs
Richard Polimeni
Financial advisor
1100-1800 American Blvd Investment Solutions Group
Pennington, NJ 08534
Top 1% by experience in Pennington
Fiduciary
Call Directions
Merrill
39yrs
Thomas Kim
Financial advisor
1100-1800 American Blvd CI Client Services
Pennington, NJ 08534
Top 1% by experience in Pennington
Fiduciary
Call Directions
Merrill
38yrs
James Powner
Financial advisor
1100-1800 American Blvd CI Client Management
Pennington, NJ 08534
Top 1% by experience in Pennington
Fiduciary
Call Directions
Merrill
38yrs
Eric Hlava
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Top 1% by experience in Pennington
Fiduciary
Call Directions

See all advisors near Pennington