Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Morgan Stanley Smith Barney 6 years, 8 months Jun 2009 - Present
Citigroup Global Markets Inc. 10 years Feb 2006 - Present
Legg Mason Wood Walker, Incorporated 14 years, 1 month Jan 1992 - Feb 2006
Are You
Michele Breen O'Connor?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michele O'Connor

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Nov 30, 2011
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Morgan Stanley

Last updated on Jan. 14, 2016
    • $528.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $346.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • See Schedule D Miscellaneous
Other Advisors in Your Area
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Daniel "Danny" Chen
    Cetera Advisors LLC
    Eatontown, NJ
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile