Ryan Morris

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2014 → 10/2023
  Summit Utilities, Inc.
  Yarmouth, ME
• 11/2023 → Present
  Clean Energy Fuels
  Cumberland, ME

Other Businesses

1) Summit Utilities, Inc, Yarmouth ME 04096, 11/01/2014, W2 Employee, Employee (receive a W-2), NIR, 160 HR/MO - 160 HR/MO TRADING 2) SMARTPRO FINANCIAL, 14 PHILIP STREET, CUMBERLAND, ME 04021, 10/2023, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 120 HR/MO - 60 HR/MO TRADING. 3) Clean Energy, Newport Beach, CA 92660, 11/2023, W2 Employee, Developing Renewable Projects, NIR, 160 HR/MO - 160 Trading 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-05