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Brian Eagon

26 Years of Experience
Sewickley, PA
2 DisclosuresBroker

Brian Eagon is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 26 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

Regulatory History (2)
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
September 2003
Settled
Customer Dispute
June 2003
Settled
Other Business Activities

Brian is an officer of Horn Creek Acres, Inc., an agriculture business in Butler, Pennsylvania, since December 2021. He spends minimal time on administrative tasks related to this activity outside of business hours.

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
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
September 1999 - April 2007 · 7 yrs 7 mos
State Registrations31 states
AZCACODCDEFLGAILINKYMAMDMIMOMTNCNDNJNYOHOKPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.