BD
BD
Brendan Donoghue
17 Years of Experience
Palm Harbor, FL
1 DisclosureBroker
Brendan Donoghue is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (1)
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Criminal
December 2003Final Disposition
Other Business Activities
Brendan serves as a power of attorney in Tampa, Florida. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 15 yrs 10 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2008 - January 2010 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNJNYOHOKORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.