DD
DD

Daryl Devorkin

40 Years of Experience
Mequon, WI
Broker

Daryl Devorkin is a registered investment advisor at Morgan Stanley, based in Mequon, WI, 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

11501 North Port Washington, Mequon, WI, 53092

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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

Daryl is a trustee for the David & Lyn Rose Devorkin Trust and involved with Fore D Investments LLC. He also works as a bartender at Lime Cantina, a restaurant/bar/nightclub, spending about 10-20% of his time on this activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
December 2001 - April 2007 · 5 yrs 4 mos
First Union Securities, INC.Broker
September 1990 - December 2001 · 11 yrs 3 mos
Blunt Ellis & Loewi IncorporatedBroker
April 1987 - September 1990 · 3 yrs 5 mos
L. F. Rothschild, Unterberg, Towbin, INC.Broker
November 1985 - May 1987 · 1 yr 6 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.