Ryan Halvorson

Current Employers

Employment History

• 07/2016 → 06/2019
  U.S Bank, Private Wealth Management
  Denver, CO
• 06/2019 → 12/2023
  Morgan Stanley
  Greenwood Village, CO
• 09/2019 → 11/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 12/2023 → Present
  Tci Wealth Advisors, Inc.
  Denver, CO

Previous Registrations

• 2019-08-09 → 2023-12-15
  Morgan Stanley
  Greenwood Village, CO
  Colorado Springs, CO
• 2012-01-03 → 2013-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

1) University of Arizona; Is the business investment related: No; Location of the business: 1401 E University Blvd Tucson AZ 85721 United States; Description of the business: Nationally recognized University; Position Title: Adjunct Lecturer; Responsibilities Duties: teaching a class in the PFFP program at the University of Arizona pertaining to financial planning technology. ; Start date with business: 2026-01-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 1; 2) Literacy Connects; investment related: No; Location: 200 E. Yavapai Road Tucson AZ 85705 United States; Description of the business: Literacy connects is a non-profit organization based here in Tucson, AZ. ; Position Title: Investment Committee Chair; Responsibilities Duties: Run monthly meetings with other members of the investment committee. Coordinate with the 3rd party asset management firm (RBC) on investment of the operational account and endowment. ; Start date with business: 2026-04-08; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Designations