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Sean P Brennan

Investment adviser representative at Morgan Stanley
12 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

12 years in the industry.

  1. Morgan StanleyMay 2026 to now
  2. Morgan StanleyMay 2025 to Aug 2025
  3. Shoes Cup and CorkJul 2024 to Aug 2024
  4. Raspberry Falls Golf and Hunt ClubJun 2024 to Aug 2024
  5. University of KentuckyAug 2022 to May 2026
  6. UnemployedJun 2021 to Aug 2022
  7. Raspberry Falls Golf and Hunt ClubJun 2020 to Jun 2021
  8. Tuscarora High SchoolAug 2017 to Jun 2021
  9. Smarts Mill Middle SchoolAug 2014 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (DC, 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
8069404
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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