Brendan Salvatore Henry

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

• 04/2016 → 09/2016
  Axa Advisors, Llc
  New York, NY
• 11/2016 → 03/2022
  Fidelity Investments
  New York, NY
• 07/2012 → 10/2016
  Pine Hollow Country Club
  Oyster Bay, NY
• 09/2016 → 10/2016
  Strategic Financial Solutions
  New York, NY
• 03/2022 → 05/2023
  Hightower
  Chicago, IL
• 05/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 07/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-04-11 → 2023-05-15
  Hightower Advisors, Llc
  New York City, NY
  Chicago, IL
  New York, NY
• 2019-10-03 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-09

Designations

• Chartered Financial Analyst

Other Names

• Brendan Henry
• Brendan S Henry
• Brendan Salvatore Henry