Owen Dugan is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (2)
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Customer Dispute
September 2003Settled
Customer Dispute
July 1994Pending
Employment History
Current Registrations
Morgan Stanley
March 2026 - Present · 2 mos
Morgan StanleyBroker
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2012 - February 2026 · 13 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
February 1995 - August 2005 · 10 yrs 6 mos
Painewebber IncorporatedBroker
January 1995 - February 1995 · 1 mo
Kidder, Peabody & CO. IncorporatedBroker
January 1986 - January 1995 · 9 yrs
State Registrations32 states
AZCACOCTDCFLGAIDILINMAMDMEMIMNMSNENHNJNVNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.