UBS Financial Services
47yrs
Top advisor by experience in Phoenix
8yrs
Ryan Moser
Financial advisor at Merrill
Based in Phoenix, Arizona, Ryan Moser is a fiduciary financial advisor with 8 years of industry experience. Ryan joined Merrill in 2024, after two years at Acrylic Financial and a year at Schwab Wealth Advisory. 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 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office201 E Washington St, Phoenix, AZ 85004
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
- 2024 – nowMerrillCurrent firm
- Jan 2021 – Aug 2022Acrylic Financial, Inc.Previously
- Jan 2019 – Sep 2019Schwab Wealth Advisory, Inc.Previously
- Sep 2018 – Jan 2019Charles Schwab & CO., Inc.Previously
Contact Ryan
(800) 637-7455Firm headquarters in New York, NY. Ask for Ryan. 201 E Washington StPhoenix, AZ 85004Office · 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 Merrill at (800) 637-7455 and ask for Ryan Moser. Ryan works from the Phoenix, AZ office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 8 years. 8 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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