Madeleine O'connor
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 StanleyMay 2026 to now
- Morgan Stanley Smith Barney LLCMay 2026 to now
- J.P. Morgan Chase Bank, N.A.Sep 2025 to May 2026
- J.P. Morgan Securities LLCSep 2025 to May 2026
- Beacon Hill Solutions Group LLCJan 2025 to Jan 2025
- Paramount - Cbs DivisionJun 2024 to Aug 2024
- Century 21 VanguardAug 2023 to Dec 2023
- Pellegrinis Prime Meats, Fish and CateringMay 2023 to Aug 2025
- Stewart Manor Village PoolJul 2022 to Sep 2023
- Tradition Lacrosse IncJun 2022 to Aug 2024
- UnemployedApr 2021 to May 2022
- NovitaNov 2020 to Mar 2021
- UnemployedOct 2020 to Oct 2020
- Sunny Atlantic Partners LLCAug 2020 to Sep 2020
- UnemployedSep 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8177228
- Firm CRD
- 149777