Robert Michael Ryan

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Boston, MA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Boston, MA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-06-01 → 2019-02-25
  Morgan Stanley
  Boston, MA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA
• 2007-02-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Boston, MA
• 2004-10-28 → 2007-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winchester, MA
  Boston, MA
  Boston, MA

Other Businesses

1.NEUROFIBROMATOSIS, INC. BOARD MEMBER Neurofibromatosis / United States / 9 Bedford St. Burlington, MA 01803/ Charity / Making an impact to fight to cure NF / Advisor or advisory group member if advice given may influence an officer/board / Board, Treasurer / https://nfnortheast.org/ / Start Date 9/1/2009 2.SOLE PROPRIETOR / OWNER / PARTNER;RENTAL PROPERTY; AS OF 04/2015;DURING BUSINESS HOURS 0; AFTER BUSINESS HOURS 1;GLOUCHESTER, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  1991-07-15

Other Names

• Robert Ryan
• Robert Michael Ryan
• Robert Micheal Ryan