Andrew Joseph O'DAniel

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

• 06/2009 → 03/2021
  Morgan Stanley Smith Barney Llc
  Omaha, NE
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2021 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX

Previous Registrations

• 1997-10-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Omaha, NE
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-11
• S65 Uniform Investment Adviser Law Examination
  1994-08-11

Other Names

• Andrew Joseph Odaniel