Ryan Richards, financial advisor Salt Lake City UT
93 score

Ryan Richards

CRD Number: 5551082
Current Firm: Morgan Stanley

Ryan Richards (CRD# 5551082) is an Investment Advisor Representative working at Morgan Stanley in Salt Lake City, UT and has over 8 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 Salt Lake City, UT Apr 2013 - Current 3
Lunt Capital Management, Inc. Salt Lake City, UT Jun 2012 - Mar 2013 < 1
Wells Fargo Advisors LLC Salt Lake City, UT Nov 2011 - Jun 2012 < 1
Peak6 Investments, LP Chicago, IL Jan 2011 - Nov 2011 < 1
Global Based Technology American Fork, UT Apr 2010 - Jan 2011 < 1
Cybersource American Fork, UT Feb 2010 - Apr 2010 < 1
Unemployed Provo, UT Nov 2009 - Feb 2010 < 1
Sagepoint Financial, Inc. Salt Lake City, UT Sep 2009 - Nov 2009 < 1
Unemployed Provo, UT Jul 2009 - Aug 2009 < 1
Fidelity Brokerage Services, LLC Provo, UT May 2008 - Jul 2009 1
Brigham Young Univesity Provo, UT Sep 2007 - May 2008 < 1
Apx Alarm Provo, UT May 2007 - Sep 2007 < 1
Brigham Young Univesity Provo, UT Aug 2006 - May 2007 < 1
Nuskin Provo, UT May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Ryan S. Richards
Phone Number: 914-225-5510
Registered State(s):
  • UT
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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