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.
R••• R• M••••••••
- Designations
- CFPreportedretirewithryan.comas printed on the bio page, Sep 16, 2026
- Founder
- “I’m also an author, speaker, and the F•••••• and CEO of M•••••••• Wealth Management, a fee-only and commission-free retirement planning firm.”reportedretirewithryan.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/ryan-morrissey-cfp-46714810reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- RETIREWITHRYAN.COM/about-ryan-morrisseyreportedretirewithryan.comfirm site, Sep 16, 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.
- M•••••••• W••••• M••••••••• L•• independent RIA currentsince Jan 12, 2018 · North Haven, Ct
- N•••••••• W••••• P••••••• L•• formerFeb 3, 2015 to Feb 2, 2018 · West Hartford, Ct
- S•••••• W••••• P•••••••• L•• BD affiliatedSep 1, 2010 to Dec 31, 2011 · North Haven, Ct
- L•• F•••••••• L•• BD affiliatedJan 29, 2010 to Sep 7, 2016 · North Haven, Ct
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 3, 2010 · New Haven, Ct
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · New Haven, Ct
- M••••• S•••••• D• I••• unclassifiedFeb 25, 2002 to Apr 2, 2007 · Wilmington, De
- N•••••••• W••••• P••••••• L•• to M•••••••• W••••• M••••••••• L••left Feb 2, 2018, registered Jan 12, 2018 (-21 days) · Other
- L•• F•••••••• L•• to S•••••• W••••• P•••••••• L••left Sep 7, 2016, registered Sep 1, 2010 (-2198 days) · Other · moved with a team
- S•••••• W••••• P•••••••• L•• to N•••••••• W••••• P••••••• L••left Dec 31, 2011, registered Feb 3, 2015 (1130 days) · Other
- M••••• S•••••• to L•• F•••••••• L••left Feb 3, 2010, registered Jan 29, 2010 (-5 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address