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RIA / WealthAdvisor28 years in industry

RYAN L MORELLI

Advisor at EDUCATED SOLUTIONS

Calabasas, CA

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Search this name across graphsid dfx:ria:b98302fd-b681-7482-f2ba-1b503d99fa53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDUCATED SOLUTIONS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 19, 1997
First registration: Jun 7, 2004
Dual registered: no
Other names: RYAN L. MORELLI|RYAN LOUIS MORELLI
IAPD individual key: 2968770

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDUCATED SOLUTIONS	State registered	May 7, 2020	n/a	yes	Calabasas, CA	Current employment
WEALTHSOURCE?	Former SEC adviser	Nov 22, 2016	May 2, 2019	no	CALABASAS, CA\|SAN LUIS OBISPO, CA	Previous registration
WEALTHSOURCE?	Former SEC adviser	Feb 23, 2016	May 10, 2016	no	CALABASAS, CA\|SAN LUIS OBISPO, CA	Previous registration
AVANT-GARDE ADVISORS LLC	Former SEC adviser	Apr 21, 2015	Feb 26, 2016	no	PACIFIC PALISADES, CA\|CENTENNIAL, CO	Previous registration
CAPITAL MARKETS IQ, LLC	Independent wealth	Jun 12, 2013	May 4, 2015	no	PACIFIC PALISADES, CA\|ARLINGTON, TX	Previous registration
SECURE RETIREMENT SOLUTIONS, INC.	n/a	Jan 12, 2006	Jun 10, 2013	no	SAN LUIS OBISPO, CA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Jun 7, 2004	Feb 15, 2005	no	SANTA BARBARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSOURCE?	EDUCATED SOLUTIONS	May 2, 2019	May 7, 2020	371	Firm change	RIA to state RIA
AVANT-GARDE ADVISORS LLC	WEALTHSOURCE?	Feb 26, 2016	Feb 23, 2016	-3	Firm change	Other
CAPITAL MARKETS IQ, LLC	AVANT-GARDE ADVISORS LLC	May 4, 2015	Apr 21, 2015	-13	Firm change	Other
SECURE RETIREMENT SOLUTIONS, INC.	CAPITAL MARKETS IQ, LLC	Jun 10, 2013	Jun 12, 2013	2	Firm change	Other
PARTNERVEST ADVISORY SERVICES LLC	SECURE RETIREMENT SOLUTIONS, INC.	Feb 15, 2005	Jan 12, 2006	331	Firm change	Other

Relationships

Registered with (6)

→ EDUCATED SOLUTIONSRegistered adviserregistration: current employment
May 7, 2020 to presentfactForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Nov 22, 2016 to May 2, 2019factForm ADV
→ AVANT-GARDE ADVISORS LLCRegistered adviserregistration: previous registration
Apr 21, 2015 to Feb 26, 2016factForm ADV
→ CAPITAL MARKETS IQ, LLCRegistered adviserregistration: previous registration
Jun 12, 2013 to May 4, 2015factForm ADV
→ SECURE RETIREMENT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jan 12, 2006 to Jun 10, 2013factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jun 7, 2004 to Feb 15, 2005factForm ADV

Dated events

No dated event names this entity yet.