Todd B O'connell
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleySep 2026 to now
- Bankers Life Advisory Services, IncFeb 2026 to Sep 2026
- Bankers Life Securities, IncJun 2025 to Sep 2026
- Scott Merl PaNov 2023 to Jan 2024
- University of MiamiAug 2022 to Jun 2025
- Bankers Life & Casualty, IncJul 2022 to Sep 2026
- Copper DoorMay 2021 to Aug 2021
- Derryfield RestarauntMar 2020 to Jul 2020
- Bedford High School (nh)Aug 2018 to Jun 2022
- Bedford (nh) School DistrictJan 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8119374
- Firm CRD
- 149777