Jeremy A. O'Brien - Morgan Stanley Financial Advisor - Melville, NY
Morgan Stanley
Jeremy A. O'Brien
Second Vice President
Financial Advisor
Financial Planning Specialist
Reckson Executive Park
58 South Service Rd, Suite 400
Melville, NY 11747
tel: (631) 755-8828
toll-free: (800) 477-7522 
fax: (631) 755-8999

How many moving parts do you have in your life? Car, computer, house, health—these are just a few of the things you depend on in your daily activities.

As your financial advisor, I put your priorities first. When we work together, I get fully acquainted with your near- and long-term goals, objectives, and plans and then apply my knowledge and experience to help you make informed decisions that support your financial wellbeing.

And knowing that you are on the right track financially means you can put more attention on the other moving parts of your life.

Experience the difference.

Many of life’s moving parts require special knowledge and expertise to maintain effectively. Automotive mechanics, computer technicians, real estate agents and construction contractors, doctors and dentists—the list goes on.  The advice and insight that these advisors provide are often the primary basis for decisions you make about what to buy, when to fix, and how much to sell for. 

Finding trusted advisors who put your best interest first is critically important for managing your life’s moving parts. Especially when it comes to your financial affairs.

Associations
  • Cold Spring Harbor Lions Club Vice-President
  • Financial Planning Association
Services
  • 401k Rollovers
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Municipal Bonds
  • 529 Plans
  • Exchange Traded Funds
  • Insurance Services
  • Asset Management
  • Business Planning
  • Cash Management
  • Planning for Special Needs Individuals
  • Business Succession Planning
  • Certificates of Deposit
  • Annuities
  • Life Insurance
  • Fixed Income
  • Lending Services
  • UGMA/UTMA
  • Alternative Investments
  • Corporations
  • Professional Portfolio Management
  • Qualified Plans
  • Socially Responsible Investing
  • Structured Settlement Annuities
  • Trust Services and Accounting
Education and Licensing
  • Business Management
    Adelphi University
    Garden City, NY
  • Advanced Training in Portfolio Management Strategies, Retirement Planning
  • Completed Masters 100-200
    Managed Account Training
  • Guided Portfolio Management Program
    Smith Barney
  • Financial Planning Specialist
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Insurance License
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 2003 - Present: Morgan Stanley*
    Second Vice-President
    Financial Advisor
    Melville, NY
  • UBS Paine Webber
    Financial Advisor
    Huntington, NY

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Jeremy A. O'Brien holds the following registrations:
Securities Agent: CA, CO, CT, DE, FL, IN, MA, MD, MI, MN, NC, NJ, NY, PA, SC, VA, VT; General Securities Representative; Investment Advisor Representative;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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