RM
CFA
RM
CFA

Ryan Maki

14 Years of Experience
Washington, DC
Broker

Ryan Maki is a CFA-designated registered investment advisor at Morgan Stanley, based in Washington, DC, with 14 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

1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Ryan owns rental property in Chicago, Illinois, since June 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley & CO. LLCBroker
July 2015 - May 2025 · 9 yrs 10 mos
William Blair & Company L.L.C.
August 2012 - June 2015 · 2 yrs 10 mos
William Blair & Company L.L.C.Broker
August 2012 - June 2015 · 2 yrs 10 mos
Woodbury Financial Services, INC.Broker
June 2011 - August 2012 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.