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Brian Orr

31 Years of Experience
Savannah, GA
1 DisclosureBroker

Brian Orr is a registered investment advisor at Morgan Stanley, based in Savannah, GA, 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

7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Settled
Other Business Activities

Brian is involved in several business activities, including Cloverhurst Farms, Jot Em Down Corporation, Stewart Logistics, Wayne Stewart Trucking, Fieldstone Land Group, Fieldstone Group, Stewart Transportation LLC, Mile 151 LLC, and Cloverhurst Farms LLC. These activities primarily involve managing finances, real estate, and farming, each requiring minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
September 1994 - January 2002 · 7 yrs 4 mos
State Registrations29 states
ALAZCACOCTDCFLGAIAILKYMAMDMIMONCNHNJNVNYOHPASCTNTXVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Orr - Financial Advisor | TrueAdvisor