Ryan Morelli (CRD# 2968770) is an Investment Advisor Representative working at Educated Solutions in Calabasas, CA and has over 26 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Education Based Solutions, LLC | Calabasas, CA | May 2019 - Current | 4 |
| Wealthsource Partners, LLC | Calabasas/san Luis Obispo, CA | Feb 2016 - May 2019 | 3 |
| Avant-garde Advisors LLC | Calabasas/san Luis Obispo, CA | Apr 2015 - Feb 2016 | < 1 |
| Capital Markets Iq, LLC | Pacific Palisades, CA | Jun 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management32MILLIONS
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Total Number of Accounts91ACCOUNTS
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Average Account Value$353,304
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, TX
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