Brian Murphy O'rourke
Investment adviser representative at Prato Capital Management
19 yearsExperience
2 statesRegistered in
$224.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Prato Capital ManagementJan 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2007 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Prato Capital Management
Legal name: Prato Capital Management, Inc.
$224.6MAssets managed
326Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5140418
- Firm CRD
- 289917