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Ronald Alan Ahlquist

Morgan Stanley

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About Ronald Alan Ahlquist

Ronald Alan Ahlquist is a financial advisor with over 30 years of experience in the industry. Ronald has worked with Morgan Stanley since 2011, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and other firms. Ronald is registered with the state of Massachusetts and holds Series 3, 6, 7, 24 and 63 licenses, as well as the SIE. Ronald specializes in providing financial advice for individuals, businesses, investment companies, charitable organizations, and insurance companies. He is committed to providing clients with personalized financial advice and strategies that meet their individual needs.

Firm Information

Ronald Ahlquist is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Ronald Ahlquist’s Registration & Firm History

MA

10/11/2023 - Present

Morgan Stanley (Middleton MA)

MA

05/12/2011 - 06/23/2023

MORGAN STANLEY (Middleton MA)

MA

10/23/2009 - 05/16/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY MA)

MA

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (PEABODY MA)

NY

09/26/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

WI

09/29/1994 - 10/01/2002

INVEST FINANCIAL CORPORATION (APPLETON WI)

MA

01/30/1994 - 10/11/1994

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

MA

10/28/1991 - 12/17/1993

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

MA

09/11/1990 - 04/05/1991

GAGE-WILEY & CO., INC. (NORTHAMPTON MA)

MD

02/06/1989 - 08/17/1990

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

01/22/1986 - 01/17/1989

DEAN WITTER REYNOLDS INC.

NA

01/03/1984 - 01/11/1986

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 01/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1986

Series 3 - National Commodity Futures Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

BC

Issued 12/30/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Ronald Alan Ahlquist. Review regulatory record here.
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