Ryan Belmer is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 31 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2001Denied
Other Business Activities
Ryan is a 1/3 member and manager of Lynnglenn LLC, a real estate rental property, since January 2024. He spends minimal time on this activity outside of business hours and has no active responsibilities.
Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
March 2013 - December 2023 · 10 yrs 9 mos
UBS Financial Services INC.Broker
March 2013 - December 2023 · 10 yrs 9 mos
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Citigroup Global Markets INC.
April 2001 - June 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2000 - June 2009 · 8 yrs 8 mos
M.L. Stern & CO., LLC.Broker
May 1994 - October 2000 · 6 yrs 5 mos
State Registrations16 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.