Osaic Wealth
46yrs
Top advisor by experience in Sewickley
27yrs
Brian Eagon is a fiduciary financial advisor in Sewickley, Pennsylvania, with 27 years in the industry. Brian joined Morgan Stanley in 2009, after two years at Morgan Stanley & Co. and a year at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 291 advisors with offices in Sewickley, and one of 252 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office2100 Georgetown Drive Suite 500, Sewickley, PA 15143
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Sep 2006 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Brian
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Brian. 2100 Georgetown Drive Suite 500Sewickley, PA 15143Office · Get directions Firm websitewww.morganstanley.com
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Morgan Stanley at (914) 225-5510 and ask for Brian Eagon. Brian works from the Sewickley, PA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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