PO
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Peter O'brien
24 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Peter O'brien is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 24 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
50 North Laura Street, Suite 2000, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Denied
Other Business Activities
Peter is an officer of Avanti Travel Advisors, a travel agency in Ponte Vedra Beach, Florida, since 2001. This activity does not appear to take up any of Peter's time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
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
January 2002 - April 2007 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2002 - April 2007 · 5 yrs 3 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.