Brian Strachan

Top Wealth + Best-in-State · rank 3 · Boston, Massachusetts · listed firm: Morgan Stanley Private Wealth Management

Identity & firm

Firm — Morgan Stanley Private Wealth Management (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- “Morgan Stanley Private Wealth Management” — forbes_shook
Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY"” — sec_finra_regulatory
Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
Team name — The Strachan Group (high)
- “Managing Director- Wealth Management, Private Wealth Advisor and head of The Strachan Group” — forbes_shook
Team size — 3 (low)
- “Brian Strachan (Managing Director), Connor Strachan, Keri Arone” — forbes_shook
CRD — 1677479 (high)
- “"individualId": 1677479, "firstName": "BRIAN", "middleName": "SEAN", "lastName": "STRACHAN", "otherNames": [], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
Years experience — 39 (high)
- “"daysInIndustryCalculatedDate": "8/2/1987"” — sec_finra_regulatory
- “more than thirty years of experience in the wealth management industry” — forbes_shook
Designations — gap: not_found_after_search

Team AUM ($M) — 2100 (high)
- “$2.1B (Team Assets Custodied as of Jun 2025)” — forbes_shook
Account minimum ($M) — 5 (high)
- “$5M” — forbes_shook
Typical client net worth ($M) — 60 (high)
- “$20-100M" (Typical Net Worth Of Relationships)” — forbes_shook
Client niche — high-net-worth families (medium)
- “Brian focuses on advising high net-worth families in developing and implementing both a comprehensive and holistic wealth management strategy.” — firm_official
Custodians — gap: not_applicable
Fee model — not_public (low)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory

Website url — https://advisor.morganstanley.com/the-strachan-group (high)
- “The Strachan Group | Boston, MA | Naples, FL | Morgan Stanley Private Wealth Management” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — no (low)
- “PWM Podcast | The Strachan Group | Boston, MA | Morgan Stanley Private Wealth Management” — firm_official
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/brianstrachan/ (medium)
- “Brian Strachan - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
Social presence — gap: not_found_after_search
Press awards — Barron's Hall of Fame Advisor, Barron's Top 100 Financial Advisors, Barron's Top 250 Private Wealth Management Teams (medium)
- “As a Barron's Hall of Fame Advisor, he has more than thirty-five years of experience in the wealth management industry” — firm_official
- “Wellesley's Brian S. Strachan Named to Barron's 2014 "Top 100 Financial Advisors"” — general_press