Austin O'shea
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyMar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Mar 2025
- John HancockMar 2022 to Jul 2022
- John Hancock Distributors LLCMar 2022 to Jul 2022
- LumenisDec 2020 to Mar 2022
- PaychexOct 2020 to Sep 2021
- AdpAug 2020 to Sep 2020
- UnemployedMar 2020 to Aug 2020
- PaycomFeb 2020 to Mar 2020
- T Rowe PriceOct 2019 to Jan 2020
- Merrill LynchJun 2019 to Aug 2019
- Merrill LynchJun 2018 to Aug 2018
- Loyola UniversitySep 2017 to May 2020
- Massachusetts Department of Conservation and RecreationMay 2017 to Aug 2017
- Loyola University MdSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 6964561
- Firm CRD
- 149777