Best Investors Account Sign in
Inactive

Ralph Bernard Linzmeier

Moran Tice Capital Management LLC

Coto De Caza, CA

CRD 1035719

Claim This Profile
Employer firm

Moran Tice Capital Management LLC CRD 305734

$55.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Moran Tice Capital Management Llc

Highlands, NC • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

Coto De Caza, CA • 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
Citigroup Global Markets Inc. Irvine CA 07/1993 Present
Morgan Stanley Smith Barney Irvine CA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley Irvine CA 01/1982 03/2021
  • 07/1993 → Present
    Irvine, CA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Irvine, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/1982 → 03/2021
    Irvine, CA
Previous Registrations
Other Businesses

1. BKD PROPERTY LLC, OWNER; START DATE: 10/2014; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-.5; O'FALLON, IL; INVESTMENT RELATED;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-04
S63 Uniform Securities Agent State Law Examination 1986-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-04
  • S63 Uniform Securities Agent State Law Examination
    1986-02-28

View on SEC IAPD

More in Coto De Caza, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor