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Ryan Anderson

Investment adviser representative at Morgan Stanley
16 yearsExperience
1 stateRegistered in
CFADesignation
$2TFirm 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 assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

16 years in the industry.

  1. Morgan Stanley Private Bank, N.ADec 2025 to now
  2. Morgan StanleyNov 2025 to now
  3. Morgan Stanley Smith Barney LLCNov 2025 to now
  4. UBS Financial Services Inc.Jul 2010 to Nov 2025

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn 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
4694431
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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