David O'heaCRD Number: 7120941
Current Firm: Morgan Stanley
David O'hea (CRD# 7120941) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has 1 year of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Morgan Stanley||Chicago, IL||Jan 2020 - Current||3|
|Meaden & Moore Llp.||Chicago, IL||Sep 2019 - Dec 2019||< 1|
|Morgan Stanley||Chicago, IL||Jun 2019 - Sep 2019||< 1|
|Meaden & Moore Llp.||Chicago, IL||Jan 2019 - Jun 2019||< 1|
|Loyola University Chicago||Chicago, IL||Aug 2018 - Dec 2018||< 1|
|Dubuque Screw Products Inc.||Dubuque, IA||Mar 2015 - Aug 2018||3|
|Thunder Hills Country Club||Peosta, IA||Mar 2015 - Aug 2018||3|
|Middle School||Peosta, IA||Jan 2010 - Mar 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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