DH
DH

Donald Healy

36 Years of Experience
New York, NY
Broker

Donald Healy is a registered investment advisor at Morgan Stanley, based in New York, NY, with 36 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
Loading...

Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Cantor Fitzgerald & CO.Broker
June 2015 - January 2017 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
April 2005 - February 2015 · 9 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
July 1989 - April 2005 · 15 yrs 9 mos
Alex. Brown & Sons IncorporatedBroker
April 1989 - June 1989 · 2 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMONCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.