HO
CFP
HO
CFP
Hugh Odonnell is a CFP-designated registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 22 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
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2015 - Present · 10 yrs 6 mos
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
September 2010 - December 2015 · 5 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
June 2009 - December 2015 · 6 yrs 6 mos
Sei Investments Distribution CO.Broker
August 2008 - February 2009 · 6 mos
Sei Investments Management CORP
November 2007 - July 2008 · 8 mos
Sei Investments Distribution CO.Broker
May 2001 - December 2005 · 4 yrs 7 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMONCNJNVNYOHORPARISCTXVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.