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Jeremy Obrien is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 31 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
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Customer Dispute
March 2024Denied
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
November 2003 - June 2009 · 5 yrs 7 mos
UBS Financial Services INC.Broker
May 1994 - December 2003 · 9 yrs 7 mos
State Registrations25 states
AZCACOCTDEFLGAILINLAMAMDMEMIMNNCNJNVNYOKPASCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.