RW
RW

Ryan Wilson

24 Years of Experience
Palm Desert, CA
Broker

Ryan Wilson is a registered investment advisor at Morgan Stanley, based in Palm Desert, CA, with 24 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
Loading...

Location

74199 El Paseo, Suite 201, Palm Desert, CA, 92260

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ryan is an organizing committee member for a golf tournament for the Boys and Girls Club of the Coachella Valley, dedicating minimal time to fundraising.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
August 2011 - September 2023 · 12 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2011 - September 2023 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2011 · 1 yr 10 mos
Banc of America Investment Services, INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
Banc of America Investment Services, INC.
April 2008 - October 2009 · 1 yr 6 mos
Chase Investment Services CORP.Broker
March 2006 - April 2008 · 2 yrs 1 mo
Chase Investment Services CORP.
March 2006 - April 2008 · 2 yrs 1 mo
The James Street Group, INC.
December 2002 - December 2003 · 1 yr
Gbs Financial CORP.Broker
June 2002 - March 2006 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.
February 2002 - May 2002 · 3 mos
A. G. Edwards & Sons, INC.Broker
June 2001 - May 2002 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Ryan Wilson - Financial Advisor | TrueAdvisor