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Ryan J Scharps

Advisor at Merrill — Merritt Island, FL

Updated today

Credentials

Series 66

Experience

9 years

Location

Merritt Island, FL 32952

Merrill logo

Merrill

Institution

Total advisors

25,560

Across 3,165 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Ryan Scharps is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for multiple terms since 2014, as well as two years at Wells Fargo Advisors. Outside of his advisory role, he serves as the Athletic Director at Spanish River Christian School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Merritt Island, FL

15 E Merritt Island Cswy

Merritt Island FL 32952

Advisors at this office

1

Most active in

Florida · Texas

Work history

9 years of industry experience

Bank of America, N.A.

2022 - Present • 4 years

Port Orange, FL

Merrill

2022 - Present • 4 years

Port Orange, FL

Wells Fargo Advisors

2020 - 2022 • 2 years

Fort Lauderdale, FL

Spanish River Christian School

2019 - 2022 • 3 years

Boca Raton, FL

Bank Of America, N.a.

2014 - 2019 • 5 years

Indialantic, FL

Merrill

2014 - 2019 • 5 years

Indialantic, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eva V

Series 63, Series 65, Series 24, RICP®

Merritt Island, FL

Stirlingshire Investments

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

General retirement planning Social Security optimization Medicare planning Roth conversion strategy Cross-border / expatriate tax planning Executive Engineering Professional Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Established Professionals Retired
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Joshua H

Series 63, Series 66

Cape Canaveral, FL

Haron Capital Management, LLC

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Active portfolio management Concentrated stock management
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Scott J

Series 63, Series 65

Cocoa, FL

Jackson Private Wealth Management, Inc.

Scott Jackson is the sole advisor at Jackson Private Wealth Management, Inc. in Cocoa, Florida, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Edward Jones since 2009 and established his own firm in 2012. Jackson is also a licensed insurance agent, though he has not actively written insurance applications. Jackson Private Wealth Management serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, constructing portfolios tailored to clients’ circumstances and referring to other managers for alternative investments outside its core expertise.

Wealth management General tax planning Passive / index investing
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Rita M

Series 63, Series 65

Melbourne, FL

Bmr Global Wealth Management Group, Inc.

Rita Medaglio Barrera is the sole advisor at Bmr Global Wealth Management Group, Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. She has been with the firm since 2008. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. Bmr Global Wealth Management Group, Inc. is an independent firm providing portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, passive investments and is notable for its niche divorce financial-planning practice.

Divorce financial planning Social Security optimization Retirement income strategy General retirement planning Passive / index investing
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Luke M

CFP®, Series 66

Rockledge, FL

McCarty Wealth

Luke McCarty is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He founded McCarty Wealth in 2024 after previously working at McPherson Financial Group, World Equity Group, Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also the owner and a licensed insurance agent with McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, combining a variety of investment types and strategies including options and alternative investments. The firm integrates insurance product offerings through its affiliated insurance services entity.

Options & derivatives strategies Real estate investing Annuities

James E

CFP®

Satellite Beach, FL

Eppes Wealth Management

EWM is an independent, fee-only fiduciary financial advisory firm. Located in Satellite Beach, Florida, we help people seeking personal, sophisticated, and careful wealth management — whether you’re just starting to save and invest, a busy professional approaching retirement, or someone who wants to enjoy your retirement years in comfort.

Inherited wealth Doctor or Medical Professional Gen Y/Millennials (Born 1980-1995)
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