Patrick Ryan, financial advisor Salinas CA
93 score

Patrick Ryan

CRD Number: 4465381
Current Firm: Morgan Stanley

Patrick Ryan (CRD# 4465381) is an Investment Advisor Representative working at Morgan Stanley in Salinas, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Salinas, CA Jun 2009 - Current 7
Citigroup Global Markets, Inc. Salinas, CA May 2008 - Jun 2009 1
Morgan Stanley & Company, Incorporated Salinas, CA Apr 2007 - May 2008 1
Morgan Stanley Dw Inc. Monterey, CA Sep 2001 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Patrick C. Ryan
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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