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Brian Francis Lennon

Morgan Stanley

New York, NY

CRD 7138794

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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
NY RA APPROVED 2022-01-24
  • NY RA
    APPROVED
    Since 2022-01-24

Branch Locations

1585 Broadway, New York, NY 10036 • 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 New York NY 07/2021 Present
Morgan Stanley New York NY 06/2020 08/2020
Fordham University New York NY 08/2017 05/2021
E*Trade Financial Chicago IL 06/2019 08/2019
Burling Bank Chicago IL 05/2018 08/2018
Burling Bank Chicago IL 05/2020 06/2020
Saint Ignatius College Prep Chicago IL 08/2013 05/2017
  • 07/2021 → Present
    Morgan Stanley
    New York, NY
  • 06/2020 → 08/2020
    Morgan Stanley
    New York, NY
  • 08/2017 → 05/2021
    Fordham University
    New York, NY
  • 06/2019 → 08/2019
    E*Trade Financial
    Chicago, IL
  • 05/2018 → 08/2018
    Burling Bank
    Chicago, IL
  • 05/2020 → 06/2020
    Burling Bank
    Chicago, IL
  • 08/2013 → 05/2017
    Saint Ignatius College Prep
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
S63 Uniform Securities Agent State Law Examination 2021-08-09
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24
  • S63 Uniform Securities Agent State Law Examination
    2021-08-09

View on SEC IAPD

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