Skip to content

Ryan W Ruppert

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

Are you Ryan W Ruppert? Claim your profile

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 StanleyOct 2023 to now
  2. N/aMar 2023 to Sep 2023
  3. T Rowe PriceApr 2022 to Feb 2023
  4. Kemper HealthJul 2021 to Mar 2022
  5. Trinity Property ConsultantsMay 2019 to Aug 2019
  6. The BroadmoorMay 2018 to Aug 2018
  7. The BroadmoorMay 2017 to Aug 2017
  8. Colorado State UniversityAug 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7535905
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm