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Donald Irwin is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, with 39 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
1261 West Causeway Approach, Mandeville, LA, 70471
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Regulatory History (2)
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Customer Dispute
February 2003Denied
Customer Dispute
August 2001Denied
Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1991 - July 1993 · 2 yrs 4 mos
F.N. Wolf & CO., INC.Broker
May 1988 - March 1991 · 2 yrs 10 mos
Sherwood Capital, INC.Broker
February 1987 - February 1988 · 1 yr
First Jersey Securities, INC.Broker
December 1986 - January 1987 · 1 mo
State Registrations27 states
ALARAZCACOCTFLGAILLAMAMNMOMSNCNJNMNVNYOKPARITNTXVAWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.