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Ronald Edwin Merrill

Prosperity Wealth Management, Inc.

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About Ronald Edwin Merrill

Ronald Merrill is a financial advisor with over 35 years of experience in the financial services industry. Ronald is registered with Prosperity Wealth Management, Inc. and has experience with a variety of financial products and services including fixed insurance, securities, investment advisory and financial planning. Ronald has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.

Firm Information

Ronald Merrill is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Merrill’s Registration & Firm History

ME

01/06/2020 - Present

Prosperity Wealth Management, Inc. (Waterville ME)

ME

02/17/2017 - 10/13/2017

VOYA FINANCIAL ADVISORS, INC. (Waterville ME)

ME

09/23/2016 - 02/21/2017

SECURITIES AMERICA, INC. (WATERVILLE ME)

ME

08/08/2003 - 09/23/2016

WALL STREET FINANCIAL GROUP, INC. (WATERVILLE ME)

ME

05/23/2000 - 08/18/2003

WEALTH EQUITY CORPORATION (FAIRFIELD ME)

FL

01/04/2000 - 05/24/2000

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

ME

01/17/1997 - 12/31/1999

NLBS ADVISERS, INC. (WATERVILLE ME)

GA

05/08/1985 - 01/24/1997

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/22/1999

Series 24 - General Securities Principal Examination

BC

Issued 03/17/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/07/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Edwin Merrill.
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