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Raymond Runia

41 Years of Experience
Provo, UT
1 DisclosureBroker

Raymond Runia is a registered investment advisor at Morgan Stanley, based in Provo, UT, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5255 North Edgewood Drive, Suite 275, Provo, UT, 84604

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History

Regulatory History (1)
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Customer Dispute
July 2007
Withdrawn
Other Business Activities

Raymond is involved in several outside business activities, including Addo Recovery LLC (addiction recovery), Thanksgiving Point Institute Inc. (charitable organization), Bloom LLC (technology aspect of Addo Recovery), RyGuy LLC (estate planning), and several LLCs related to recreation, real estate, and personal holding. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1994 - August 2019 · 24 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1983 - August 2019 · 36 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.