Donald Metzger
Donald Metzger is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 41 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
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Regulatory History (2)
Customer Dispute
November 2004Customer Dispute
September 2002Other Business Activities
Donald is a director at Safety Council of Maryland Inc. since 1995 and a Vice President at Tax Planning Assoc. Inc. since 2005, dedicating minimal time to each. He also owns a horse racing and breeding business.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations48 states
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
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