Ronald Vyse (CRD# 6375926) is an Investment Advisor Representative working at Morgan Stanley in Nipomo, CA and has over 9 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | San Francisco, CA | Oct 2021 - Current | 2 |
| Morgan Stanley Private Bank, N.a | New York, NY | Oct 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Walnut Creek, CA | Nov 2016 - Oct 2021 | 4 |
| Wells Fargo Bank, N.a. | San Francisco, CA | Sep 2005 - Oct 2021 | 16 |
| Wells Fargo Advisors, LLC | Walnut Creek, CA | Jul 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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