Ryan TaleghaniCRD Number: 6554123
Current Firm: Morgan Stanley
Ryan Taleghani (CRD# 6554123) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 2 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
J.p. Morgan Securities LLC
|Morgan Stanley Smith Barney LLC||Palo Alto, CA||Oct 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Mateo, CA||Jul 2020 - Oct 2021||1|
|Bank Of America, N.a.||San Mateo, CA||Jul 2020 - Oct 2021||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Mateo, CA||Feb 2016 - Jul 2020||4|
|California State University||Chico, CA||May 2011 - Feb 2016||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Mateo, CA||Jun 2015 - Aug 2015||< 1|
|Tri Counties Bank||Chico, CA||Mar 2015 - May 2015||< 1|
|Oroville Economic Development Corporation||Oroville, CA||Mar 2014 - Nov 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,075,993MILLIONS
Total Number of Accounts1,955,913ACCOUNTS
Average Account Value$550,123
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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