Ryan T Nees
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Ryan T Nees? 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 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
10 years in the industry.
- Morgan Stanley Private Bank, N.ADec 2021 to now
- Morgan StanleyNov 2021 to now
- Bank of America N.A.Oct 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Nov 2021
- Pruco Securities LLCJun 2020 to Aug 2020
- UnemployedJan 2020 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Dec 2019
- Stockton UniversitySep 2017 to Dec 2019
- Weichert InsuranceMar 2017 to Sep 2017
- UnemployedDec 2016 to Mar 2017
- US Default Group LLCNov 2016 to Dec 2016
- UnemployedJun 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6979191
- Firm CRD
- 149777