Rian Morrissey is a CFP-designated registered investment advisor, based in Austin, TX, with 18 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rian co-owns a rental property in Tabernash, Colorado, managing the Air BnB and related tasks. Rian also works full-time as a Wealth Manager for Moneypenny LLC DBA Sindrich & Associates, providing investment advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Oppenheimerfunds Distributor, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jackson National Life Distributors LLCBroker
Planco Financial Services, LLCBroker
State Registrations35 states
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