Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
11yrs
Based in Bellevue, Washington, Ryan Wheatley is a fiduciary financial advisor with 11 years of industry experience. Ryan joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office10400 NE 4th St, Bellevue, WA 98004
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
- 2016 – nowMerrillCurrent firm
Contact Ryan
Local office(425) 990-2212Ask for Ryan. (800) 637-7455Main office · New York, NY 10400 NE 4th StBellevue, WA 98004Office · Get directions
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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 Ryan’s local office at (425) 990-2212 or the Merrill main office at (800) 637-7455, and ask for Ryan Wheatley.
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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