Ryan Bagarella, financial advisor Lake Forest IL

Ryan Bagarella

CRD Number: 6786928
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ryan Bagarella (CRD# 6786928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 6 years of experience in the finance industry.

Similar Advisors
Robert Achille, financial advisor Lake Forest IL
Robert J. Achille
CRD# 4316392
Spc
Similar Advisors
Dejan Acimovic, financial advisor Lake Forest IL
Dejan Acimovic
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Douglas Ackerman, financial advisor Lake Forest IL
Douglas O. Ackerman
CRD# 2236571
Kestra Advisory Services, LLC
Company Name Location Dates Years
Merrill Lynch Pierce Fenner & Smith Rolling Meadows, IL Apr 2017 - Current 7
Unemployed Wheeling, IL Dec 2016 - Apr 2017 < 1
Pappy's Sweet Shop West Lafayette, IN Jun 2014 - Dec 2016 2
Purdue University West Lafayette, IN Aug 2012 - Dec 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Ryan Bagarella
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.