MORRISSEY WEALTH MANAGEMENT LLC
CRD #291228 SEC #801-133766 NORTH HAVEN, CT (860) 986-7881
SEC Registered
Total AUM
$135.6M
Discretionary
$135.6M
Employees
3
Clients
10
Accounts
400
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRISSEY, RYAN, R | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRISSEY, RYAN, R | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRISSEY, RYAN, R | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (3)
CT DE TX
Address
116 WASHINGTON AVENUEFLOOR 3
NORTH HAVEN, CT 06473
United States
Phone: (860) 986-7881