Brian Murphy O'ROurke

Employer firm

Prato Capital Management CRD 289917

$225M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2007 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 01/2018 → Present
  Prato Capital Management
  White Plains, NY

Previous Registrations

• 2007-11-05 → 2017-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Darien, CT
• 2007-04-02 → 2007-11-06
  Morgan Stanley & Co. Llc
  Greenwich, CT
• 2006-07-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT

Other Businesses

RUFUS LABS, INC.; NON-INVESTMENT RELATED; LOS ANGELES, CA; SILENT INVESTOR; 0 HOURS/MONTH ON THIS ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-26

Other Names

• Brian Murphy Orourke