Ryan Dugan
Morgan Stevens Asset Management · Coto De Caza, California
Ryan Dugan is a fee-only financial advisor at Morgan Stevens Asset Management in Coto De Caza, California. Morgan Stevens Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Morgan Stevens Asset Management |
|---|---|
| Based in | Coto De Caza, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $76.4M across 71 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7814884 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.morganasset.com |
| Profile |
How Ryan's firm compares
- Morgan Stevens Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Ryan
Is Ryan Dugan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Morgan Stevens Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Morgan Stevens Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan Dugan based?
Ryan Dugan is based in Coto De Caza, California.
Is Ryan Dugan registered with the SEC?
Yes. Ryan Dugan is registered as an investment adviser representative in CA (CRD 7814884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Morgan Stevens Asset Management manage?
Morgan Stevens Asset Management reports $76.4M across 71 accounts in assets under management.
How do I contact Ryan Dugan?
Through Ryan's website, www.morganasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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