MO
MO

Matthew O'donnell

28 Years of Experience
Lisle, IL
Broker

Matthew O'donnell is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 28 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

4225 Naperville Road, Suite 255, Lisle, IL, 60532

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History

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.

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Other Business Activities

Matthew is an independent contractor raising show cattle and managing a small cattle herd since 2017. This activity is not investment-related and 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.
February 2001 - June 2009 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - November 2000 · 3 yrs 3 mos
State Registrations29 states
ALARAZCACOFLGAIAILINMIMNMOMTNCNJNVNYOHPAPRRISCTNTXUTWAWIWY
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.
Matthew O'donnell - Financial Advisor | TrueAdvisor