Brianna Marie O'KEefe

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

• 10/2019 → Present
  Morgan Stanley Smith Barney Llc
  Santa Rosa, CA
• 01/2018 → 03/2019
  Mcnear's Saloon And Dining House
  Petaluma, CA
• 07/2017 → 03/2018
  Bear Republic Brewing Company
  Rohnert Park, CA
• 07/2015 → 07/2017
  Remys Bar/Grill/Lounge
  Santa Rosa, CA
• 03/2019 → 09/2019
  Unemployed
  Santa Rosa, CA
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*575267- Verity; Investment related: No; Santa Rosa, California; Sexual Assault and Human Trafficking Prevention, Intervention, and Counseling; Board Member, Finance Committee, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 2; After business hours: 3; Fundraising, Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2020-01-03

Other Names

• Brianna Okeefe
• Brianna Marie Okeefe