Brendan Henry is a CFA-designated registered investment advisor at Morgan Stanley, based in Jersey City, NJ, with 9 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
Jersey City, NJ
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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 Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
Hightower Securities, LLCBroker
April 2022 - May 2023 · 1 yr 1 mo
Hightower Advisors, LLC
April 2022 - May 2023 · 1 yr 1 mo
Fidelity Personal and Workplace Advisors
October 2019 - March 2022 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
November 2016 - March 2022 · 5 yrs 4 mos
AXA Advisors, LLCBroker
April 2016 - September 2016 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.