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Advisors / New York / Purchase
9yrs

Ryan Clay

Financial advisor at Morgan Stanley

Ryan Clay is a fiduciary financial advisor in Purchase, New York, with 9 years in the industry. After four years at UBS Financial Services and a year at Hennion & Walsh Asset Management, Ryan joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.

One of 800 advisors with offices in Purchase, and one of 755 fiduciaries.

Purchase, NY 10577Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2000 Westchester Avenue 1nc, Purchase, NY 10577
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2025 – now
    Morgan StanleyCurrent firm
  2. 2020 – 2024
  3. Mar 2019 – Jun 2020

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Morgan Stanley at (914) 225-5510 and ask for Ryan Clay. Ryan works from the Purchase, NY office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Ryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan 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 Ryan 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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