Ryan R Morrissey
Investment adviser representative at Morrissey Wealth Management LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$165.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Retire With Ryan LLCMar 2023 to now
- Morrissey Wealth Management LLCDec 2017 to now
- Purshe Kaplan Sterlings InvestmentsJan 2018 to Dec 2019
- Northstar Wealth Partners, LLCJan 2015 to Jan 2018
- LPL Financial, LLCJan 2010 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (CT, DE, TX).
Morrissey Wealth Management LLC
$165.1MAssets managed
162Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4422438
- Firm CRD
- 291228