BO
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Brian O'donnell

17 Years of Experience
Morristown, NJ
Broker

Brian O'donnell is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 17 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian owns rental property in Hoboken, NJ, generating rental income. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Amerivest Investment Management, LLC
January 2012 - July 2012 · 6 mos
TD Ameritrade, INC.Broker
January 2012 - July 2012 · 6 mos
TD Ameritrade, INC.
January 2012 - July 2012 · 6 mos
Morgan Stanley Smith Barney LLC
February 2010 - December 2011 · 1 yr 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.