EB
EB

Egan Brown

8 Years of Experience
Oakland, CA
Broker

Egan Brown is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 8 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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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

Egan is a sole proprietor/owner of real estate in San Antonio, Texas since May 2022, dedicating minimal time during business hours and a few hours per week after hours. Egan also owns rental property in Oakland, California since August 2022, spending minimal time during business hours and a few hours per week after hours on property management.

Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 8 yrs 7 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 7 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.