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Brendan Donoghue

Morgan Stanley
17 Years of Experience
Palm Harbor, FL
1 DisclosureBroker
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Brendan Donoghue is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 17 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685

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History

Regulatory History (1)
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Criminal
December 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
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 · 16 yrs 3 mos
Morgan StanleyBroker
June 2010 - Present · 16 yrs 4 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.
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