Ryan Geris
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Duluth, MN 55802
Credentials
Series 66
Industry experience
17 years
Ryan Geris is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Yung Geris Group. He joined Merrill in 2008 and focuses on developing deep, long-lasting relationships with clients, providing tailored financial services that integrate professional knowledge with the market intelligence of Merrill. Ryan's goal is to assist clients in the creation, growth, and preservation of wealth, leveraging the resources of Merrill and the banking services of Bank of America.
He holds a Bachelor’s degree from the University of Minnesota Duluth, where he played men's hockey from 2002 to 2007. Ryan is a Certified Financial Planner (CFP®) and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of client focus areas such as retirement income, legacy planning, tax minimization, executive compensation, and family wealth management strategies.
Ryan is actively involved in his community, serving as a board member for the Beck Foundation and Northwoods Childrens Services, and previously served as an assistant coach for the Duluth Denfeld High School hockey team. He is also involved with the University of Minnesota Duluth Men's Hockey Alumni. In his personal time, Ryan enjoys outdoor activities including biking, boating, camping, golfing, running, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
130 W Superior St
Duluth, MN 55802
Minnesota · Texas
Bank Of America, N.A.
2012 - Present (14 years)
Merrill
2012 - Present (14 years)
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