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Ryan J Roselle

Morgan Stanley

Hauppauge, NY

CRD 5910033

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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
NY RA APPROVED 2021-04-27
TX RA APPROVED 2021-04-27
CT RA APPROVED 2021-02-12
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2021-02-12

Branch Locations

888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • 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
Jp Morgan Chase Bank Na Commack NY 09/2010 08/2020
J.P. Morgan Securities Llc Commack NY 10/2012 08/2020
Morgan Stanley Hauppauge NY 08/2020 Present
  • 09/2010 → 08/2020
    Jp Morgan Chase Bank Na
    Commack, NY
  • 10/2012 → 08/2020
    J.P. Morgan Securities Llc
    Commack, NY
  • 08/2020 → Present
    Morgan Stanley
    Hauppauge, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-12
S63 Uniform Securities Agent State Law Examination 2011-05-17
  • S66 Uniform Combined State Law Examination
    2021-02-12
  • S63 Uniform Securities Agent State Law Examination
    2011-05-17
Other Names
  • Ryan Roselle

View on SEC IAPD

Nearby Firms

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MADISON GLOBAL ADVISORS LLC
UNITED FINANCIAL PLANNING GROUP LLC

Nearby Investors

RICHARD S HYAMS
ALEXANDER VICTOR ZOURIDES
LANNY JOEL WEISMAN

Nearby Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY
MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY

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