Best Investors Account Sign in

Thomas E Donahue

Morgan Stanley

San Francisco, CA

CRD 8133300

Claim This Profile
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 2025-10-10
CA RA APPROVED 2025-09-17
  • TX RA
    APPROVED
    Since 2025-10-10
  • CA RA
    APPROVED
    Since 2025-09-17

Branch Locations

101 California Street 23Rd Floor, San Francisco, CA 94111 • 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 San Francisco CA 08/2025 Present
King Philip High School Wrentham MA 08/2015 06/2020
Safety Insurance Boston MA 06/2023 09/2023
Santa Clara University Santa Clara CA 08/2020 09/2024
Unemployed Boston MA 10/2024 07/2025
Landscape America Wrentham MA 06/2020 01/2021
Taylor Rental Norfolk MA 06/2022 09/2022
Boston Harbor City Cruises Boston MA 06/2021 09/2021
Town Of Norfolk- Recreation Department Norfolk MA 03/2018 04/2020
  • 08/2025 → Present
    Morgan Stanley
    San Francisco, CA
  • 08/2015 → 06/2020
    King Philip High School
    Wrentham, MA
  • 06/2023 → 09/2023
    Safety Insurance
    Boston, MA
  • 08/2020 → 09/2024
    Santa Clara University
    Santa Clara, CA
  • 10/2024 → 07/2025
    Unemployed
    Boston, MA
  • 06/2020 → 01/2021
    Landscape America
    Wrentham, MA
  • 06/2022 → 09/2022
    Taylor Rental
    Norfolk, MA
  • 06/2021 → 09/2021
    Boston Harbor City Cruises
    Boston, MA
  • 03/2018 → 04/2020
    Town Of Norfolk- Recreation Department
    Norfolk, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor