Davenport &
47yrs
R.thomas Edwards Jr.
Financial advisor
One World Trade Center 101 W. Main Street Suite 4000
Norfolk, VA 23510
Norfolk, VA 23510
Top advisor by experience at Davenport &
11yrs
Kate Ryan
Full name on record: Kate E Ryan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Kate Ryan has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Norfolk, Virginia. Kate has been with Merrill Lynch, Pierce, Fenner & Smith since 2022. Merrill Lynch, Pierce, Fenner & Smith 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 263 advisors with offices in Norfolk, and one of 244 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office999 Waterside Dr, Norfolk, VA 23510
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 66Uniform Combined State Law Examination
Career
- 2022 – now
- 2015 – 2021
Questions to ask Kate
Tailored to Kate’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 Kate
How do I contact Kate?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Kate Ryan. Kate works from the Norfolk, VA office.
How long has Kate been a financial advisor?
Kate has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Kate hold?
Series 66. Tap any license on this page to see what it allows.
Is Kate a fiduciary?
Kate is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kate 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 Kate 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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