Donald Levy is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 43 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (3)
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Customer Dispute
December 2008Denied
Customer Dispute
February 2003Denied
Customer Dispute
December 1997Denied
Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 16 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
January 1992 - July 1993 · 1 yr 6 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - February 1992 · 2 yrs 9 mos
Drexel Burnham Lambert IncorporatedBroker
February 1988 - May 1989 · 1 yr 3 mos
Bear, Stearns & CO. INC.Broker
March 1983 - February 1988 · 4 yrs 11 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.