Morgan Ryan Davis
Investment adviser representative at The Wealth Consulting Group
11 yearsExperience
1 stateRegistered in
$6.3BFirm assets
12 yearsFirm in business
Are you Morgan Ryan Davis? Claim your profile
Contact this firm
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
- Pension consulting
Experience
11 years in the industry.
- The Wealth Consulting GroupMar 2021 to now
- Wcg Wealth Advisors, LLCMar 2021 to now
- Cuso Financial ServicesJan 2015 to Feb 2021
- North Island Credit UnionJan 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 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
- 6292769
- Firm CRD
- 173194