John Page O'COnnor

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

• 11/2015 → 07/2019
  Morgan Stanley Distribution Inc.
  New York, NY
• 07/2019 → Present
  Morgan Stanley Smith Barney Llc
  Pepper Pike, OH
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-11-23 → 2019-07-15
  Morgan Stanley Investment Management Inc.
  New York, NY
• 2015-04-13 → 2015-11-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2015-04-11

Other Names

• John P Oconnor
• John Page O'COnnor
• Jack O'COnnor
• John Page Oconnor
• John Page O'COnnor