Ryan R. Morrissey

MORRISSEY WEALTH MANAGEMENT LLC

North Haven, CT 06473

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CRD#: 4422438

Professional summary

Ryan R Morrissey, CFP® is a registered financial advisor currently at MORRISSEY WEALTH MANAGEMENT LLC located in North Haven, Connecticut.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ryan has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)RBR HOMES LLC; NOT INVESTMENT RELATED; 116 WASHINGTON AVE Floor 3 NORTH HAVEN, CT 06473; MANAGE AND OWN SEVERAL RENTAL PROPERTIES; OWNER/MANAGER; 07/2014; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; PROPERTY MANAGEMENT 2) Retire with Ryan LLC; investment related, only educational; 116 Washington Avenue, 3rd Floor, North Haven, CT 06473; Education/entertainment; President; 03/2023; 4hr/mos; 0hrs during trading hours; Produce educational content through podcasts, videos, classes, and speaking engagements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan R Morrissey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

January 12, 2018 - Present

MORRISSEY WEALTH MANAGEMENT LLC

Office #1: 116 Washington Avenue Floor 3, North Haven, CT 06473

RIA

CRD#: 291228

North Haven, CT

Past

January 3, 2018 - March 27, 2020

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/12/2018)

IAR

Delaware
(2/8/2019)

IAR

Texas
(11/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/21/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/2/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/6/2001

General Securities Representative Examination

Current Firm

MORRISSEY WEALTH MANAGEMENT LLC

CRD#: 291228 / SEC#: 801-133766

RIA

Registered Investment Advisory firm - (6/27/2025 Approved)

Connecticut

Registered Investment Advisory firm - (1/12/2018 Approved)

Delaware

Registered Investment Advisory firm - (2/8/2019 Approved)

Texas

Registered Investment Advisory firm - (11/8/2024 Conditional Restricted)

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Contact information

Main Address

116 Washington Avenue Floor 3, North Haven, CT 06473

Mailing Address

Phone number

(860) 986-7881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MORRISSEY DISCLOSURE BROCHURE AND SUPPLEMENT (5/28/2025)

Regulatory assets under management

Total Number of Accounts	400
AUM (Assets Under Management)	$ 135,613,936

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ryan R. Morrissey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan R Morrissey's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NORTHSTAR WEALTH PARTNERS LLC

LPL FINANCIAL LLC

STRATOS WEALTH PARTNERS, LTD

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MORRISSEY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2001

SIE

Date: 10/1/2018

Series 31

Date: 10/2/2001

Series 7

Date: 9/6/2001

Current Firm

MORRISSEY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORRISSEY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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