Stephen Ryan is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 50 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 Avenue, 1Nc, Purchase, NY, 10577
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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 →Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 1992 - June 2009 · 17 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1991 - March 1992 · 1 yr 2 mos
Lehman Brothers INC.Broker
June 1984 - January 1991 · 6 yrs 7 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
March 1978 - June 1984 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1975 - January 1978 · 2 yrs 3 mos
State Registrations15 states
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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.