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Ryan W. Mcqueary

Morgan Stanley

Leawood, KS

CRD 2968456

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-03
KS RA APPROVED 2014-02-12
MO RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2016-11-03
  • KS RA
    APPROVED
    Since 2014-02-12
  • MO RA
    APPROVED
    Since 2009-06-01

Branch Locations

11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Kansas City MO 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Kansas City, MO
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-06-18 → 2009-06-01
    Morgan Stanley & Co. Llc
    Kansas City, MO
  • 1998-06-05 → 2008-06-26
    Kansas City, MO
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-11
S63 Uniform Securities Agent State Law Examination 1997-12-03
  • S65 Uniform Investment Adviser Law Examination
    1997-12-11
  • S63 Uniform Securities Agent State Law Examination
    1997-12-03
Designations
  • Certified Financial Planner
Other Names
  • Ryan William Mcqueary

View on SEC IAPD

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