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Debra Stokes

40 Years of Experience
Purchase, NY
Broker

Debra Stokes is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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

Debra is an advisory board member for the Dubin Breast Center at Mount Sinai, focusing on breast cancer screening, treatment, and survivorship. She also serves as a trustee or co-trustee for a trust, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - February 2010 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1986 - February 2010 · 24 yrs 1 mo
Donald & CO. Securities INC.Broker
May 1985 - December 1985 · 7 mos
State Registrations21 states
CACTDCDEFLGAILMAMDMONCNHNJNYORPARITNUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.