Best Investors Account Sign in

Christopher Daniel O'DEa

Morgan Stanley

Purchase, NY

New York, NY

Dobbs Ferry, NY

CRD 3097493

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
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-05-18
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-05-18

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

522 Fifth Avenue, New York, NY 10036 • United States

Dobbs Ferry, NY • 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 New York NY 06/2009 Present
Morgan Stanley & Co. Llc New York NY 07/2014 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 07/2014 → Present
    Morgan Stanley & Co. Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-12-09
  • S63 Uniform Securities Agent State Law Examination
    2004-12-09
Other Names
  • Christopher Daniel Odea

View on SEC IAPD

More in Purchase, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor