Robert Ryland Jr.
Advisor at Merrill
Updated today
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.
Firm
Merrill
Location
Oklahoma City, OK 73142
Credentials
Series 63, Series 65
Industry experience
34 years
About
Robert Ryland is a Wealth Management Advisor with Merrill Lynch Wealth Management, beginning his career there in February 1992 in Oklahoma City, Oklahoma. He holds a Bachelor of Business Administration in Finance from the University of Oklahoma, earned in 1990, and has been a CERTIFIED FINANCIAL PLANNER (CFP®) since October 1999. He also serves as a Portfolio Manager since January 2012.
His expertise includes discretionary portfolio management, disciplined portfolio asset allocation and rebalancing, goals-based wealth management, personal retirement strategies, and tax-minimization strategies. Robert focuses on serving high-net-worth individuals, business owners, corporate executives, and professionals, aiming to simplify the complexity of clients' financial lives and build enduring relationships through outstanding service.
Outside of his professional role, Robert participates in community organizations such as Calm Waters and the Oklahoma Council on Economic Education. His personal interests include scuba diving, basketball, football, softball, genealogy, hiking, music, boating, and spending time with his family.
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
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
Income planning
General retirement planning
General tax planning
Occupation focus
Financial Professional
Location
4811 Gaillardia Pkwy
Oklahoma City, OK 73142
Most active in
Robert R has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Bank of America, NA
2009 - Present (17 years)
Merrill
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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