BO
BO

Brendan O'brien

23 Years of Experience
Menlo Park, CA
Broker

Brendan O'brien is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 23 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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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

Brendan coaches lacrosse through ADVNC Lacrosse, a recreational activity in Woodside, California. This takes about 10-20% of his time 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
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brendan O'brien - Financial Advisor | TrueAdvisor