Morgan Stanley
46yrs
Top advisor by experience in Centerville
27yrs
Steven Ryan
Financial advisor at Morgan Stanley
Steven Ryan is a fiduciary financial advisor in Centerville, Ohio, with 27 years in the industry. Steven joined Morgan Stanley in 2026, after 16 years at PNC Wealth Management and five years at Wesbanco Securities. Steven holds the CFP® designation.
One of 147 advisors with offices in Centerville, and one of 117 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in Ohio
Office7777 Washington Village Drive Suite 100, Centerville, OH 45459
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowMorgan StanleyCurrent firm
- 2011 – 2026PNC Wealth Management LLCPreviously
- 2005 – 2011Wesbanco Securities, Inc.Previously
- Jul 2005 – Sep 2005Chase Investment Services Corp.Previously
- 2002 – 2005Banc One Securities CorporationPreviously
Contact Steven
Local office(937) 312-2200Ask for Steven. (914) 225-5510Main office · Purchase, NY 7777 Washington Village Drive Suite 100Centerville, OH 45459Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Steven’s local office at (937) 312-2200 or the Morgan Stanley main office at (914) 225-5510, and ask for Steven Ryan.
How long has Steven been a financial advisor?
Steven has been in the industry since 1999, about 27 years. Top 20% by experience in Ohio.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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