Colin Patrick Brady

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

• 02/2014 → 10/2016
  Mass Mutual Life Insurance Company
  Syosset, NY
• 01/2014 → 10/2016
  Mml Investors Services
  Syosset, NY
• 12/2016 → 03/2022
  Tiaa
  Melville, NY
• 12/2016 → 03/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY
• 10/2016 → 12/2016
  Bny Mellon
  Uniondale, NY
• 04/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2017-03-07 → 2022-03-30
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07
• S63 Uniform Securities Agent State Law Examination
  2012-07-23

Other Names

• Colin Patrick Brady
• Colin P Brady