Kevin
Ryan
Morgan Stanley
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About this Advisor
Kevin Ryan is a financial advisor working out of Winter Park, Florida with a total of 1 year of industry experience. Ryan is an advisor for Morgan Stanley. The advisor has gained experience at Bbva Compass Investment Solutions, Inc, Bbva Compass Insurance Agency, Inc, Td Ameritrade, United Capital Financial Advisers, LLC, Goldman Sachs & Co. LLC, Morgan Stanley, Compass Bank and The Ayco Company, L.P./Mercer Allied. Ryan holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Florida. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It oversees $1 trillion in assets under management among its 2,233,188 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Morgan Stanley offers a wide set of services, including 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. A financial advisor's fees typically are based on which services are provided. Fee types charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Kevin Ryan Work History
Kevin has been registered as a financial advisor for 1 years.*
Morgan Stanley
Goldman Sachs & Co. LLC
United Capital Financial Advisers, LLC
The Ayco Company, L.P./Mercer Allied
Td Ameritrade
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency, Inc
Compass Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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