Bryan Rohr
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
La Jolla, CA 92037
Credentials
Series 63, Series 65
Industry experience
27 years
About
Bryan B. Rohr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in financial services, having started his career in 1997 and joining Merrill Lynch in 2006. Bryan specializes in a range of client focus areas, including retirement income, legacy planning, family wealth management strategies, managing new wealth, tax minimization, and portfolio management services. He works with clients to develop personalized financial strategies that reflect their unique goals and changing market conditions.
Bryan holds a Bachelor of Science degree in Finance from Linfield College and completed the Personal Financial Planning program at San Diego State University. He has earned several professional certifications, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his expertise in helping clients navigate both straightforward and complex financial situations with confidence.
Outside of his professional career, Bryan lives in La Costa with his wife Jennifer and their three children. He is actively involved in his community, serving on the Board of Advisors for the Magdalena Ecke Family YMCA and volunteering with the Encinitas National Little League. Bryan and his family participate in various school, community, and church events and enjoy activities such as travel, golf, and following their favorite college and professional sports teams.
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
General retirement planning
Retirement income strategy
Wealth management
General estate planning guidance
Demographic focus
Parents
Mid-Career Professionals
Established Professionals
Location
7825 Fay Ave
La Jolla, CA 92037
Most active in
Bryan R has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill
2009 - Present (17 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Lee T
Series 65
San Diego, CA
HEDGEWISE
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Brian C
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
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