Ryan Belmer (CRD# 2476500) is an Investment Advisor Representative working at Morgan Stanley in La Jolla, CA and has over 29 years of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Jan 2024 - Current | < 1 |
| Morgan Stanley Smith Barney LLC | La Jolla, CA | Nov 2023 - Current | < 1 |
| Ubs Financial Services Inc. | San Diego, CA | Mar 2013 - Nov 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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