Ryan Morrissey, financial advisor North Haven CT

Ryan Morrissey

CRD Number: 4422438
Current Firm: Morrissey Wealth Management LLC

Ryan Morrissey (CRD# 4422438) is an Investment Advisor Representative working at Morrissey Wealth Management LLC in North Haven, CT and has over 22 years of experience in the finance industry. Ryan Morrissey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Retire With Ryan LLC North Haven, CT Mar 2023 - Current 1
Morrissey Wealth Management LLC North Haven, CT Dec 2017 - Current 6
Purshe Kaplan Sterlings Investments Albany, NY Jan 2018 - Dec 2019 1
Northstar Wealth Partners, LLC West Hartford, CT Jan 2015 - Jan 2018 3
Lpl Financial, LLC North Haven, CT Jan 2010 - Dec 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Ryan R. Morrissey
Phone Number: (860) 986-7881
Registered State(s):
  • CT
  • DE
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $249,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CT, DE

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