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Laura J O'DOnnell

Morgan Stanley

Boca Raton, FL

CRD 1439992

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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
FL RA APPROVED 2024-10-14
TX RA APPROVED 2024-10-04
  • FL RA
    APPROVED
    Since 2024-10-14
  • TX RA
    APPROVED
    Since 2024-10-04

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 02/2008 10/2024
Morgan Stanley Smith Barney Llc Boca Raton FL 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-07
S65 Uniform Investment Adviser Law Examination 1995-04-24
S63 Uniform Securities Agent State Law Examination 1995-02-09
  • S66 Uniform Combined State Law Examination
    2009-05-07
  • S65 Uniform Investment Adviser Law Examination
    1995-04-24
  • S63 Uniform Securities Agent State Law Examination
    1995-02-09
Other Names
  • Laura J Logan
  • Laura Jean Logan
  • Laura Jean Odonnell
  • Laura Jean Michelman
  • Laura J Michelman
  • Laura J Odonnell

View on SEC IAPD

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