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Ryan J Mcdonald

Morgan Stanley

Chandler, AZ

Gilbert, AZ

CRD 7418432

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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
AZ RA APPROVED 2021-12-02
TX RA APPROVED 2021-11-26
  • AZ RA
    APPROVED
    Since 2021-12-02
  • TX RA
    APPROVED
    Since 2021-11-26

Branch Locations

Chandler, AZ • United States

400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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 Gilbert AZ 09/2021 Present
Grand Canyon Education Phoenix AZ 01/2018 08/2021
Slate & Bow Inc. Tempe AZ 01/2017 08/2017
Grand Canyon University Phoenix AZ 09/2015 12/2017
E*Trade Securities Gilbert AZ 10/2022 09/2023
  • 09/2021 → Present
    Morgan Stanley
    Gilbert, AZ
  • 01/2018 → 08/2021
    Grand Canyon Education
    Phoenix, AZ
  • 01/2017 → 08/2017
    Slate & Bow Inc.
    Tempe, AZ
  • 09/2015 → 12/2017
    Grand Canyon University
    Phoenix, AZ
  • 10/2022 → 09/2023
    E*Trade Securities
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2021-11-19

View on SEC IAPD

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