Conor J O'Brien
Investment Adviser Representative at Morgan Stanley
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Conor J. O'Brien is an investment adviser representative with Morgan Stanley in Sarasota, FL, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Webull Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 102
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedApr 2014 – Apr 2017Tamarac, FL
- Jimmy John'sMay 2017 – Aug 2017Tamarac, FL
- UnemployedSep 2017 – Apr 2018Tamarac, FL
- Uncle BucksMay 2018 – Aug 2018Davie, FL
- Endicott CollegeSep 2018 – Jun 2022Beverly, MA
- UnemployedJul 2022 – Sep 2022Beverly, MA
- Indy FuelOct 2022 – Nov 2022Indianapolis, IN
- Iowa HeartlandersNov 2022 – Nov 2022Coralville, IA
- Fayetteville MarksmenDec 2022 – Feb 2024Fayetteville, NC
- UnemployedMar 2024 – Mar 2024Pinellas Park, FL
- Webull Financial LLCApr 2024 – Aug 2024St. Petersburg, FL
- Morgan StanleySep 2024 – no end date reportedSarasota, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morgan Stanley
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,008
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Purchase, NY
- SEC file number:
- 801-70103
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Morgan Stanley
Showing 12 of 23,008 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Conor J O'Brien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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