AO
AO
Andrew O'daniel is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 1997Denied
Criminal
August 1989Final Disposition
Other Business Activities
Andrew speaks with prospective club members about the services of Inspirato, a membership-based travel company. This activity takes minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 1997 - June 2009 · 11 yrs 8 mos
Citigroup Global Markets INC.Broker
August 1994 - June 2009 · 14 yrs 10 mos
State Registrations25 states
AZCACOFLGAIAIDILKSMAMIMNMONCNENHNVNYOKPASDTXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.