DM
DM

Denise Markovich

40 Years of Experience
Birmingham, MI
Broker

Denise Markovich is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 40 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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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

Denise is the Vice President and owner of Long John Properties, LLC, a commercial property management company. She dedicates minimal time to this activity outside of her advisory role.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 10 mos
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
April 1991 - July 1993 · 2 yrs 3 mos
Painewebber IncorporatedBroker
April 1989 - April 1991 · 2 yrs
Shearson Lehman Hutton INC.Broker
May 1988 - April 1989 · 11 mos
E. F. Hutton & Company INCBroker
December 1986 - May 1988 · 1 yr 5 mos
Prudential-Bache Securities INC.Broker
April 1986 - January 1987 · 9 mos
E. F. Hutton & Company INCBroker
August 1984 - January 1985 · 5 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Denise Markovich - Financial Advisor | TrueAdvisor