Ryan R Morrissey

Employer firm

Morrissey Wealth Management LLC CRD 291228

$165M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 12/2017
  Lpl Financial, Llc
  North Haven, CT
• 01/2015 → 01/2018
  Northstar Wealth Partners, Llc
  West Hartford, CT
• 12/2017 → Present
  Morrissey Wealth Management Llc
  North Haven, CT
• 01/2018 → 12/2019
  Purshe Kaplan Sterlings Investments
  Albany, NY
• 03/2023 → Present
  Retire With Ryan Llc
  North Haven, CT

Previous Registrations

• 2015-02-03 → 2018-02-02
  Northstar Wealth Partners Llc
  West Hartford, CT
  North Haven, CT
• 2010-01-29 → 2016-09-07
  Lpl Financial Llc
  North Haven, CT
  New Haven, CT
  Beachwood, OH
• 2010-09-01 → 2011-12-31
  Stratos Wealth Partners, Ltd
  North Haven, CT
• 2009-06-01 → 2010-02-03
  Morgan Stanley
  New Haven, CT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New Haven, CT
  Wilmington, DE
• 2002-02-25 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wilmington, DE
  Newark, DE
  Newark, DE

Other Businesses

1)RBR HOMES LLC; NOT INVESTMENT RELATED; 116 WASHINGTON AVE Floor 3 NORTH HAVEN, CT 06473; MANAGE AND OWN SEVERAL RENTAL PROPERTIES; OWNER/MANAGER; 07/2014; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; PROPERTY MANAGEMENT 2) Retire with Ryan LLC; investment related, only educational; 116 Washington Avenue, 3rd Floor, North Haven, CT 06473; Education/entertainment; President; 03/2023; 4hr/mos; 0hrs during trading hours; Produce educational content through podcasts, videos, classes, and speaking engagements.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-21

Designations

• Certified Financial Planner