Cillian O'Bradaigh
Executive Director, Private Wealth Advisor, International Client Advisor, Family Wealth Director
Phone:
(212) 761-5885(212) 761-5885
Morgan Stanley Private Wealth Management
Cillian O'Bradaigh
Executive Director,
Private Wealth Advisor,
International Client Advisor,
Family Wealth Director
Direct:
(212) 761-5885(212) 761-5885
Direct:
(917) 227-3400(917) 227-3400
My Mission Statement
To develop customized financial solutions to wealthy individuals and families to protect and enhance their liquid wealth.
Welcome
We provide comprehensive wealth management solutions to entrepreneurs, family offices, and families of substantial means both in the US and Europe.
Augmenting the advice they may receive from tax and legal advisors, we ensure that the foundation of a client’s balance sheet from both an asset and liability standpoint is structured appropriately, from a trust, tax and estate planning standpoint. Once established, our tailored approach follows with getting a proper appreciation of investment objectives, tolerance for risk, and any particular financial ambition there may be for continued capital accumulation, intra-generational tax planning, future cashflow needs, and/or philanthropy.
Once a framework has been established, we leverage off the best investment solutions the Firm has to offer, both from a proprietary and open architecture standpoint, to create a portfolio that from both a strategic and tactical standpoint is optimally positional to deliver strong risk adjusted returns, by deploying liquidity in a judicious manner to the capital markets. The continued monitoring and supervision of the portfolio plays an important role in the relationship.
Family office services include bill pay, budget monitoring, subscriptions/redemptions for private market investments, proprietary investment opportunities, financial planning for family members, consolidation of multi-source reporting, risk management, creation of Investment Policy Statement, and succession planning for domestic and international clients.
Where appropriate, we complement our core competency of investment management, by delivering resources such as Family Governance and Wealth Education, Lifestyle Advisory Services, Next-Gen, Pre-Liquidity Planning, and Hedging and Monetizing Strategies for Concentrated Equity Positions.
We look forward to discussing how we may be of service to you and your family.
Augmenting the advice they may receive from tax and legal advisors, we ensure that the foundation of a client’s balance sheet from both an asset and liability standpoint is structured appropriately, from a trust, tax and estate planning standpoint. Once established, our tailored approach follows with getting a proper appreciation of investment objectives, tolerance for risk, and any particular financial ambition there may be for continued capital accumulation, intra-generational tax planning, future cashflow needs, and/or philanthropy.
Once a framework has been established, we leverage off the best investment solutions the Firm has to offer, both from a proprietary and open architecture standpoint, to create a portfolio that from both a strategic and tactical standpoint is optimally positional to deliver strong risk adjusted returns, by deploying liquidity in a judicious manner to the capital markets. The continued monitoring and supervision of the portfolio plays an important role in the relationship.
Family office services include bill pay, budget monitoring, subscriptions/redemptions for private market investments, proprietary investment opportunities, financial planning for family members, consolidation of multi-source reporting, risk management, creation of Investment Policy Statement, and succession planning for domestic and international clients.
Where appropriate, we complement our core competency of investment management, by delivering resources such as Family Governance and Wealth Education, Lifestyle Advisory Services, Next-Gen, Pre-Liquidity Planning, and Hedging and Monetizing Strategies for Concentrated Equity Positions.
We look forward to discussing how we may be of service to you and your family.
Capabilities
- Family Governance & Wealth Education
- Tax, Trust & Estate AdvisoryFootnote1
- Pre-Liquidity Planning
- Hedging Strategies
- Asset AllocationFootnote2
- Proprietary Investment Opportunities
- Investment Management
- Comprehensive Wealth Planning
- Philanthropy Management
- Sustainable & Responsible InvestingFootnote3
- Tailored LendingFootnote4
- Lifestyle Advisory ServicesFootnote5
Securities Agent: DC, WA, MA, HI, CO, WY, VA, PR, NY, NM, MT, MN, MI, IN, WV, UT, TN, DE, TX, NV, KS, GA, CT, SD, SC, PA, NC, IL, NJ, NH, NE, AK, RI, MO, KY, AZ, VT, OH, ME, MD, FL, CA, OR, LA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2076406
NMLS#: 2076406
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-5885(212) 761-5885
Meet My Team
Nicholas Crucet
PWM Portfolio Associate
Phone:
(212) 761-5681(212) 761-5681
About Cillian O'Bradaigh
Cillian O’Bradaigh is an Executive Director, Private Wealth Advisor, and International Client Advisor at Morgan Stanley’s Private Wealth Management Group. Cillian provides advice to individuals and families of significant wealth, with an emphasis on asset allocation and portfolio construction. Cillian specializes in dealing in complexity when it comes to global multi-jurisdictional clients, whose families businesses and philanthropic activities span multiple geographies. Cillian is a Family Wealth Director, a designation that has been bestowed upon a select number of International Client Advisors, who have specialized expertise in important family matters such as business succession planning, intergenerational wealth transfer, family governance, and trust and estate planning.
Following time spent as a consultant working in Switzerland for The Swatch Group where he put his good working knowledge of French to use. Cillian began his private wealth management career at Lehman Brothers 30 years ago, working in both London and New York, until he joined Morgan Stanley in 2008. Cillian is a citizen of both Ireland and the US.
Cillian graduated from Trinity College Dublin, having read Business, Economics, and Finance, and was conferred with a B.B.S., and subsequently an M.A.
Cillian is a Member of the Board of the Ireland-US Council for Commerce and Industry, and The Paul Chester Children’s Hope Foundation.
When not working, Cillian enjoys travelling, sport, history, and working on and being a good steward of a historic home he owns on the east end of Long island
Cillian's licenses are Series 3, 7, 63, and 65.
Following time spent as a consultant working in Switzerland for The Swatch Group where he put his good working knowledge of French to use. Cillian began his private wealth management career at Lehman Brothers 30 years ago, working in both London and New York, until he joined Morgan Stanley in 2008. Cillian is a citizen of both Ireland and the US.
Cillian graduated from Trinity College Dublin, having read Business, Economics, and Finance, and was conferred with a B.B.S., and subsequently an M.A.
Cillian is a Member of the Board of the Ireland-US Council for Commerce and Industry, and The Paul Chester Children’s Hope Foundation.
When not working, Cillian enjoys travelling, sport, history, and working on and being a good steward of a historic home he owns on the east end of Long island
Cillian's licenses are Series 3, 7, 63, and 65.
Securities Agent: DC, WA, MA, HI, CO, WY, VA, PR, NY, NM, MT, MN, MI, IN, WV, UT, TN, DE, TX, NV, KS, GA, CT, SD, SC, PA, NC, IL, NJ, NH, NE, AK, RI, MO, KY, AZ, VT, OH, ME, MD, FL, CA, OR, LA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Nicholas Crucet
Nick Crucet is a Portfolio Associate who joined Morgan Stanley in 2015. Nick focuses on research, portfolio analytics and asset allocation. He is also responsible for the day-to-day operations on the team including trade execution and account maintenance. Nick was previously employed by JPMorgan in its credit valuation group, where he performed analysis and price testing for liquid and illiquid credit products.
Nick graduated from Columbia University in 2013 with a major in Financial Economics, and was a 4 year starter for their baseball team. He enjoys travelling, golf, snow skiing, and spending time with family and friends.
Nick’s licenses are Series 3, 7, and 66
Nick graduated from Columbia University in 2013 with a major in Financial Economics, and was a 4 year starter for their baseball team. He enjoys travelling, golf, snow skiing, and spending time with family and friends.
Nick’s licenses are Series 3, 7, and 66
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Asset Allocation does not assure a profit or protect against loss in declining financial markets.
3Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
4Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
2Asset Allocation does not assure a profit or protect against loss in declining financial markets.
3Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
4Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
