Stephen O'neil is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
330 Fellowship Road, Mount Laurel, NJ, 08054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a sole proprietor/owner/partner in West Street Rd, LLC, formed in 2017 for estate planning and real estate investment with his siblings. He dedicates minimal time to this activity, and compensation received is used to pay down the note taken to purchase the land.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
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