Ryan
Morgan
Connectus Wealth
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About this Advisor
Ryan Morgan is a certified financial planner who works out of Charlotte, North Carolina, with 1 year of relevant experience. Morgan currently works for Connectus Wealth. Their career trajectory has included roles at Victory Capital Advisors Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Linden Thomas & Company Securities, LLC, Fisher Investments and Connectus Wealth. Morgan has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in North Carolina. Connectus Wealth is an advisory company that has its headquarters in Cockeysville, MD. It has offices in two locations and a total of 71 employees. It oversees $7 billion in total assets among its 9,139 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 37 charities and foundations. Of its 9,139 customer accounts, 21% are held by high-net-worth investors who have at least $1 million in assets. Connectus Wealth offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Connectus Wealth most likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connectus Wealth Brokerage Details
$6,773,789,859
71
9,139
$741,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ryan Morgan Work History
Ryan has been registered as a financial advisor for 1 years.*
Connectus Wealth
Fisher Investments
Linden Thomas & Company Securities, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Victory Capital Advisors Inc
*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 Ryan Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Connectus Wealth
Greenwich, CT
Cockeysville, MD
Greenwich, CT
Greenwich, CT
Cockeysville, MD
Dallas, TX
San Diego, CA
Greenwich, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
