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Brian Paul Alfred Ahern

Morgan Stanley

Chicago, IL

CRD 7317812

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-27
IL RA APPROVED 2021-02-27
  • TX RA
    APPROVED
    Since 2021-04-27
  • IL RA
    APPROVED
    Since 2021-02-27

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Chicago IL 12/2020 Present
Fox Chicago IL 06/2019 12/2020
Synergy (Powered By Eventlink) Lombard IL 05/2018 06/2019
Kansas City Royals San Antonio De Guarra 05/2017 07/2017
Ballparks Of America Evanston IL 01/2017 06/2017
Loyola University Chicago Chicago IL 01/2015 05/2018
Morgan Stanley Private Bank, N.A New York NY 03/2021 Present
  • 12/2020 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 06/2019 → 12/2020
    Fox
    Chicago, IL
  • 05/2018 → 06/2019
    Synergy (Powered By Eventlink)
    Lombard, IL
  • 05/2017 → 07/2017
    Kansas City Royals
    San Antonio De Guarra
  • 01/2017 → 06/2017
    Ballparks Of America
    Evanston, IL
  • 01/2015 → 05/2018
    Loyola University Chicago
    Chicago, IL
  • 03/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26
Other Names
  • Brian Paul Ahern

View on SEC IAPD

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