RD
RD

Ryan Daly

19 Years of Experience
Purchase, NY
Broker

Ryan Daly is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 19 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

2000 Westchester Ave, (Home Office), Purchase, NY, 10577

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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.

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Other Business Activities

Ryan coaches a lacrosse team in Rockville Centre, New York. This activity is not investment-related and requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
December 2017 - Present · 8 yrs 5 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - December 2015 · 6 yrs 6 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Citicorp Investment ServicesBroker
December 2004 - May 2007 · 2 yrs 5 mos
State Registrations2 states
NYTX
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 Daly - Financial Advisor | TrueAdvisor