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Thomas O'rourke
29 Years of Experience
Newtown Square, PA
1 DisclosureBroker
Thomas O'rourke is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 29 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
3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2020Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 1996 - April 2007 · 10 yrs 8 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.