DQ
DQ
Douglas Quartner is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Palm Beach Gardens, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Barclays Capital INC.
January 2009 - April 2014 · 5 yrs 3 mos
Barclays Capital INC.Broker
September 2008 - April 2014 · 5 yrs 7 mos
Lehman Brothers INC.
June 2008 - October 2008 · 4 mos
Lehman Brothers INC.Broker
June 2008 - September 2008 · 3 mos
Neuberger Berman, LLC
July 2002 - June 2008 · 5 yrs 11 mos
Neuberger Berman, LLCBroker
June 2002 - June 2008 · 6 yrs
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
March 2000 - June 2002 · 2 yrs 3 mos
Lazard Freres & CO. LLCBroker
June 1998 - March 2000 · 1 yr 9 mos
Morgan Stanley & CO., IncorporatedBroker
October 1981 - April 1998 · 16 yrs 6 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.