Ryley Clyde Boman

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

• 04/2015 → 01/2025
  Wells Fargo Bank, Na
  Spanish Fork, UT
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Spanish Fork, UT
• 01/2025 → Present
  Morgan Stanley
  Sandy, UT

Previous Registrations

• 2022-09-07 → 2025-01-08
  Wells Fargo Clearing Services, Llc
  Spanish Fork, UT
  Salt Lake City, UT
  Tarpon Springs, FL
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-09-06
• S63 Uniform Securities Agent State Law Examination
  2017-08-28

Designations

• Certified Financial Planner

Other Names

• Ryley Boman