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Ryan L Morelli

Educated Solutions

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About Ryan L Morelli

Ryan Morelli is an investment advisor representative who has been in the financial services industry for over two decades. Ryan has held positions at various firms including Dean Witter Reynolds Inc., Wachovia Securities Financial Network, LLC, and PartnerVest Securities, Inc. Ryan currently works for Educated Solutions, an investment advisory firm specializing in portfolio management for individuals and providing educational seminars. Ryan holds a Series 65, Series 63, Series 7, and Series 31 license.

Firm Information

Ryan Morelli is currently registered with Educated Solutions. Educated Solutions is a Registered Investment Advisor with 1 licensed agent and 1 registered representative, managing over $32 million in assets for 91 clients. The firm provides educational seminars and portfolio management for individuals and high-net-worth individuals.

$32.15M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Ryan Morelli’s Registration & Firm History

CA

05/07/2020 - Present

Educated Solutions (Calabasas CA)

NY

03/11/2005 - 07/25/2005

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

CA

06/04/2004 - 02/15/2005

PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)

MO

10/28/2003 - 06/10/2004

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

FL

05/03/2002 - 05/17/2002

PENSTAR TRADING, LLC (SARASOTA FL)

NY

11/25/1997 - 02/12/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 11/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ryan L Morelli. Review regulatory record here.
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