MO
MO
Michele O'connor is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 34 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
August 2002Settled
Other Business Activities
Michele has power of attorney (POA) responsibilities since December 2022. This activity is investment-related and occurs primarily during business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1992 - February 2006 · 14 yrs 1 mo
Tucker Anthony IncorporatedBroker
July 1991 - January 1992 · 6 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.