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Adam J O'ROurke

Morgan Stanley

New York, NY

Purchase, NY

CRD 7625986

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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 2023-04-20
NY RA APPROVED 2023-04-11
  • TX RA
    APPROVED
    Since 2023-04-20
  • NY RA
    APPROVED
    Since 2023-04-11

Branch Locations

750 Seventh Avenue, New York, NY 10019 • United States

2000 Westchester Avenue, Purchase, NY 10577 • 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 New York NY 09/2022 Present
Nbt Bancorp Albany NY 07/2019 09/2022
Quinnipiac Univesity Hamden CT 08/2015 05/2019
Hartford Financial Services Group Inc Hartford CT 05/2018 08/2018
Dlg Wealth Management Clifton Park NY 05/2017 12/2017
15 Church Saratoga Springs NY 06/2016 08/2017
  • 09/2022 → Present
    Morgan Stanley
    New York, NY
  • 07/2019 → 09/2022
    Nbt Bancorp
    Albany, NY
  • 08/2015 → 05/2019
    Quinnipiac Univesity
    Hamden, CT
  • 05/2018 → 08/2018
    Hartford Financial Services Group Inc
    Hartford, CT
  • 05/2017 → 12/2017
    Dlg Wealth Management
    Clifton Park, NY
  • 06/2016 → 08/2017
    15 Church
    Saratoga Springs, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-11
Other Names
  • Adam J Orourke

View on SEC IAPD

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