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Michael Brennan

25 Years of Experience
Westlake, OH
Broker

Michael Brennan is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 25 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

159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145

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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

Michael is a board member for Ronald McDonald Charities Northeast Ohio since 2018, focusing on children/youth, economic assistance, and health and welfare. He dedicates minimal time to business development and growth for the charity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - November 2022 · 15 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - November 2022 · 15 yrs 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - July 2007 · 3 mos
Morgan Stanley & CO., Incorporated
April 2007 - July 2007 · 3 mos
Morgan Stanley
September 2003 - April 2007 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
American Heritage Securities, INC.Broker
January 2001 - January 2001 · 0 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAILINKSKYLAMAMDMIMNMOMSNCNJNMNVNYOHORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Brennan - Financial Advisor | TrueAdvisor