Brendan Toone is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 18 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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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
August 2017 - Present · 8 yrs 9 mos
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - August 2017 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - August 2017 · 8 mos
Private Advisors LLC
November 2012 - November 2016 · 4 yrs
Nylife Distributors LLCBroker
November 2012 - November 2016 · 4 yrs
Metlife Securities INC.
June 2008 - February 2012 · 3 yrs 8 mos
Metlife Securities INC.Broker
April 2007 - February 2012 · 4 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
April 2007 - July 2007 · 3 mos
Aig Financial Advisors, INC.Broker
July 2006 - March 2007 · 8 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.