Dayna Fitzgerald is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 34 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
1100 Poydras Street, Suite 1900, New Orleans, LA, 70163
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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
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2004 - February 2006 · 1 yr 4 mos
UBS Financial Services INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
J.C. Bradford & CO.Broker
March 1998 - August 2000 · 2 yrs 5 mos
Morgan Keegan & Company, INC.Broker
February 1992 - February 1998 · 6 yrs
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.