DM
DM
Donald Metzger
40 Years of Experience
Washington, DC
2 DisclosuresBroker
Donald Metzger is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2004Denied
Customer Dispute
September 2002Settled
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
July 1985 - October 1987 · 2 yrs 3 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.