S Dunbar is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 38 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History (1)
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Customer Dispute
October 2008Closed-No Action
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.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
June 1999 - June 2009 · 10 yrs
Suntrust Equitable SecuritiesBroker
May 1999 - June 1999 · 1 mo
Crestar Securities CorporationBroker
April 1993 - May 1999 · 6 yrs 1 mo
Crestar Securities CorporationBroker
October 1987 - December 1991 · 4 yrs 2 mos
W. S. Griffith & CO., INC.Broker
February 1986 - July 1987 · 1 yr 5 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.