Ryan Fisher (CRD# 4980968) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills, CA and has over 18 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Rolling Hills, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Rolling Hills, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Rolling Hills, CA | Mar 2023 - Current | 1 |
| E*trade Securities LLC | Rolling Hills, CA | Sep 2020 - Current | 3 |
| E*trade Capital Management LLC | Rolling Hills, CA | Sep 2020 - Current | 3 |
| E*trade Capital Management LLC | Torrance, CA | Apr 2018 - Sep 2020 | 2 |
| E*trade Securities LLC | Torrance, CA | Apr 2018 - Sep 2020 | 2 |
| Fidelity Brokerage Services LLC | Torrance, CA | Aug 2017 - Apr 2018 | < 1 |
| E*trade Securities LLC | Torrance, CA | Jul 2016 - Aug 2017 | 1 |
| E*trade Capital Management LLC | Torrance, CA | Jul 2016 - Aug 2017 | 1 |
| Bank Of America, N.a. | Torrance, CA | Apr 2015 - Jul 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Torrance, CA | Apr 2015 - Jul 2016 | 1 |
| Jpmorgan Chase Bank | Redondo Beach, CA | May 2014 - Apr 2015 | < 1 |
| Jp Morgan Securities LLC | Redondo Beach, CA | May 2014 - Apr 2015 | < 1 |
| Unemployed | Redondo Beach, CA | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- CA
- TX
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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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