Ryan Shea Anderson

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:

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

Current Employers

Employment History

• 01/2016 → 11/2016
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 04/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2016 → Present
  Morgan Stanley
  Chicago, IL

Other Businesses

Scotches and Watches/planner, organizer, director/ 1 hour outside biz hours/ non- investment related Rental Property; Chicago, IL; Sole Proprietor / Owner / Partner; Investment related; 0,1

Exams

• S66 Uniform Combined State Law Examination
  2016-04-26