Unclaimed
Ryan Bruce Murri is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Ryan has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan has held previous positions with CURIAN CLEARING, LLC, INVESTMENT CENTERS OF AMERICA, INC., MORGAN STANLEY DW INC., and MORGAN STANLEY DEAN WITTER ONLINE INC. Ryan is a licensed Series 63, 66, and 24. Ryan is also a Series 7 and SIE exam holder. Ryan specializes in providing financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
02/12/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
08/03/2017 - 09/07/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
07/03/2006 - 07/14/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
02/07/2003 - 07/03/2006
INVESTMENT CENTERS OF AMERICA, INC. (DENVER CO)
NY
11/01/2000 - 10/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
02/09/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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