Brian P O'DOnnell

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

• 09/2015 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2012-01-10 → 2012-07-16
  Td Ameritrade, Inc.
  Jersey City, NJ
  San Diego, CA
• 2012-01-10 → 2012-07-16
  Td Ameritrade Investment Management, Llc
  Jersey City, NJ
• 2010-02-22 → 2011-12-22
  Morgan Stanley
  Purchase, NY
  Berwyn, PA
  Warren, NJ
  Warren, NJ

Other Businesses

1. Brian O'Donnell's rental property; Investment related Yes; Hoboken NJ; Rental income; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27

Other Names

• Brian Peter Odonnell
• Brian Peter O'DOnnell
• Brian Odonnell
• Brian O'DOnnell