Raymond James & Associates
47yrs
Top advisor by experience in Waukesha
24yrs
Based in Waukesha, Wisconsin, Ryan Melby is a fiduciary financial advisor with 24 years of industry experience. Ryan has been with Merrill since 2009; before that, Ryan spent six years at UBS Financial Services. 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 450 advisors with offices in Waukesha, and one of 424 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 72% of advisors at Merrill
OfficeN19 W24400 Riverwood Dr, Waukesha, WI 53188
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
- 2009 – nowMerrillCurrent firm
- 2003 – 2009UBS Financial Services Inc.Previously
Contact Ryan
N19 W24400 Riverwood DrWaukesha, WI 53188Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
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About Ryan
How do I contact Ryan?
Call Merrill at (800) 637-7455 and ask for Ryan Melby. Ryan works from the Waukesha, WI office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2003, about 24 years. More experience than 72% of advisors at Merrill.
What licenses does Ryan hold?
Series 63, Series 66. 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.
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