Richard
Ryan

Morgan Stanley

CRD#722171
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Richard Ryan is a financial advisor located in Woodland Hills, California. Currently a registered investment advisor with Morgan Stanley, they have gathered a notable 25 years of practice as a financial advisor. Ryan holds a Series 63 license, which certifies the advisor as a securities agent. Ryan is able to serve customers in California and Texas. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Woodland Hills, California, and has 702 additional locations in the United States. In total, Morgan Stanley oversees $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Ryan Work History

Richard has 25 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

1993 - Present (26 years)

Citigroup Global Markets Inc

Disclosures

Richard Ryan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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