Skip to content

Ryan P Tillema

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Ryan P Tillema? 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

11 years in the industry.

  1. Morgan StanleyAug 2023 to now
  2. UnempoyedNov 2022 to Aug 2023
  3. Gwfs Equities, IncJun 2022 to Nov 2022
  4. UnempoyedOct 2021 to May 2022
  5. Aldi USFeb 2018 to Sep 2021
  6. Full Time College StudentAug 2017 to Apr 2018
  7. Palm Harbor Chick-fil-aSep 2015 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7582079
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm