William Eldridge O'BRien

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 05/2017
  Morgan Stanley
  Oak Brook, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2016 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2009-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
• 2003-06-06 → 2009-05-11
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
  Itasca, IL

Other Businesses

BILL AND MIKE'S FABRICATION, 213 N. GENEVIA AVE, CO-OWNER OF CAR FABRICATION BUSINESS, 1 DAY/MTH NOT DURING SECURITIES HOURS, START 6/07.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1988-11-10

Other Names

• Bill Obrien
• William Eldridge Obrien