Ryan Morrissey is a CFP-designated registered investment advisor at Morrissey Wealth Management LLC, based in North Haven, CT, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 162 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
116 Washington Avenue, Floor 3, North Haven, CT, 06473
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Regulatory History
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 manages and owns several rental properties through RBR Homes LLC, dedicating minimal time to this activity. He also serves as President of Retire with Ryan LLC, producing educational content through various media, also dedicating minimal time.
Employment History
Current Registrations
Morrissey Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northstar Wealth Partners LLC
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial Corporation
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
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.