DM
DM

Debra Morrow

18 Years of Experience
Bellevue, WA
Broker

Debra Morrow is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 18 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

500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004

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History

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.

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Other Business Activities

Debra owns Fabrication Services LLC and rental property in Sammamish, Washington. She also serves as a trustee/co-trustee for a trust in Fullerton, California, spending minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2014 - Present · 12 yrs
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations36 states
AKAZCACOFLGAHIIDILINKSKYMAMDMIMNMOMTNCNENJNMNVNYOHORPARISCSDTNTXVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Debra Morrow - Financial Advisor | TrueAdvisor