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Ryan M Tobin

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business

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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

10 years in the industry.

  1. Morgan StanleyJun 2022 to now
  2. Marist CollegeFeb 2020 to Jun 2022
  3. Henry Schein Inc.Sep 2019 to Feb 2020
  4. N/aJun 2019 to Aug 2019
  5. Marist CollegeMar 2019 to May 2019
  6. Consolidated EdisonJun 2018 to Feb 2019
  7. Marist CollegeSep 2017 to May 2018
  8. Queens District AttorneyMay 2017 to Aug 2017
  9. Marist CollegeSep 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7525349
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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