RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Professional profile
- linkedin.com/in/ryan-morelli-664267reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E••••••• S•••••••• state registered currentsince May 7, 2020 · Calabasas, Ca
- W••••••••• formerNov 22, 2016 to May 2, 2019 · Calabasas, Ca
- W••••••••• formerFeb 23, 2016 to May 10, 2016 · Calabasas, Ca
- A••••••••• A••••••• L•• formerApr 21, 2015 to Feb 26, 2016 · Pacific Palisades, Ca
- C•••••• M•••••• I•• L•• independent RIAJun 12, 2013 to May 4, 2015 · Pacific Palisades, Ca
- S••••• R••••••••• S••••••••• I••• unclassifiedJan 12, 2006 to Jun 10, 2013 · San Luis Obispo, Ca
- P••••••••• A••••••• S••••••• L•• formerJun 7, 2004 to Feb 15, 2005 · Santa Barbara, Ca
- W••••••••• to E••••••• S••••••••left May 2, 2019, registered May 7, 2020 (371 days) · RIA to a state-registered adviser
- A••••••••• A••••••• L•• to W•••••••••left Feb 26, 2016, registered Feb 23, 2016 (-3 days) · Other
- C•••••• M•••••• I•• L•• to A••••••••• A••••••• L••left May 4, 2015, registered Apr 21, 2015 (-13 days) · Other
- S••••• R••••••••• S••••••••• I••• to C•••••• M•••••• I•• L••left Jun 10, 2013, registered Jun 12, 2013 (2 days) · Other
- P••••••••• A••••••• S••••••• L•• to S••••• R••••••••• S••••••••• I•••left Feb 15, 2005, registered Jan 12, 2006 (331 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address