ChooseAFinancialAdvisor.com
Advisors / Georgia / Alpharetta
17yrs

Ryan Dolar

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Ryan Dolar is a fiduciary financial advisor in Alpharetta, Georgia, with 17 years in the industry. After two years at Fidelity Personal and Workplace Advisors and three years at Strategic Advisers, Ryan joined Merrill Lynch, Pierce, Fenner & Smith in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.

One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.

Alpharetta, GA 30009Fiduciary advisor

At a glance

Experience17 years (since 2009)
How that compares ?More experience than 57% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office10000 Avalon Blvd, Alpharetta, GA 30009
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 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. Jul 2018 – Jun 2020
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2015 – 2018

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Ryan Dolar. Ryan works from the Alpharetta, GA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2009, about 17 years. More experience than 57% of advisors at Merrill Lynch, Pierce, Fenner & Smith.

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 Lynch, Pierce, Fenner & Smith 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 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

American Wealth Management
47yrs
Jerome August Borzello
Financial advisor
3480 Preston Ridge Road Suite 500
Alpharetta, GA 30005
Top advisor by experience in Alpharetta
Fiduciary
Call Directions
Morgan Stanley
47yrs
Stephen Eric Malone
Financial advisor
2400 Lakeview Parkway Suite 300
Alpharetta, GA 30009
Top 1% by experience in Alpharetta
Fiduciary
Call Directions
Raymond James Financial Services Advisors
46yrs
James Allen Dickson Jr
Financial advisor
11720 Amber Park Drive Suite 160
Alpharetta, GA 30009
Top 1% by experience in Alpharetta
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Harvey L Snider JR
Financial advisor
10000 Avalon Blvd
Alpharetta, GA 30009
Top 1% by experience in Alpharetta
Fiduciary
Call Directions
Raymond James & Associates
45yrs
Richard Hopp Weil
Financial advisor
2400 Lakeview Parkway Suite 200
Alpharetta, GA 30009
Top 1% by experience nationwide
Fiduciary
Call Directions

See all advisors near Alpharetta