J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
11yrs
Ryan Schilling
Financial advisor at Merrill
Ryan Schilling is a fiduciary financial advisor in San Francisco, California, with 11 years in the industry. After less than a year at Morgan Stanley and less than a year at LPL Financial, Ryan joined Merrill in 2017, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office555 California St, San Francisco, CA 94104
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMerrillCurrent firm
- Dec 2016 – Apr 2017Morgan StanleyPreviously
- Mar 2016 – Apr 2016LPL Financial LLCPreviously
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
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 Schilling. Ryan works from the San Francisco, CA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Ryan hold?
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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