DC
DC
Donald Coulter is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, with 32 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
6004 La Madrona Drive, Santa Cruz, CA, 95060
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Regulatory History (1)
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Customer Dispute
April 2004Award / Judgment
Other Business Activities
Donald is the sole proprietor/owner of real estate through the Coulter Family Trust since 2021. He dedicates about 10-20% of his time to property management.
Employment History
Previous Registrations
Morgan Stanley
June 2009 - March 2026 · 16 yrs 9 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Exams
No exam information available for this advisor.