Liliana O'leary is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 21 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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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
September 2013 - Present · 12 yrs 8 mos
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2012 - September 2013 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
April 2012 - September 2013 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Banc of America Investment Services, INC.
July 2003 - October 2007 · 4 yrs 3 mos
Banc of America Investment Services, INC.Broker
December 2001 - October 2007 · 5 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.