Brian Orr is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
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Regulatory History (1)
Customer Dispute
March 2009Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations29 states
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
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