Brooke Reilly is a registered investment advisor at Morgan Stanley, based in Ithaca, NY, with 19 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
130 East Seneca Street, Suite 500, Ithaca, NY, 14850
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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 Stanley
December 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
July 2016 - Present · 10 yrs 2 mos
Previous Registrations
Morgan Stanley
July 2016 - December 2017 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - July 2016 · 5 yrs 6 mos
Wells Fargo Advisors, LLC
January 2011 - July 2016 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - January 2011 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - January 2011 · 2 yrs 1 mo
Hsbc Securities (USA) INC.Broker
November 2006 - December 2008 · 2 yrs 1 mo
State Registrations30 states
ALAZCACOCTDCFLGAILINKSMAMDMEMNMONCNJNMNVNYOKORPARISCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.