Brenda Connolly is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - May 2023 · 17 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1990 - May 2023 · 33 yrs
Corporate Securities Group, INC.Broker
March 1989 - November 1989 · 8 mos
Greentree Securities CORP.Broker
September 1988 - December 1988 · 3 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.