MD
MD

Mark Douglass

42 Years of Experience
Menlo Park, CA
Broker

Mark Douglass is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 42 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

2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark is a passive investor in Douglass Homes and a partner in DVD Partners and DVDB Partners LLC. He also serves as an executor for a trust and is on a committee for VDBS LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 1990 - June 2009 · 19 yrs
Morgan Stanley & CO. IncorporatedBroker
June 1990 - June 2009 · 19 yrs
Dean Witter Reynolds INC.Broker
May 1983 - June 1990 · 7 yrs 1 mo
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.