DW
DW
Donna Womack is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 34 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
3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243
Get directionsHistory
Regulatory History (3)
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Financial
February 2017Final
Financial
January 2017Final
Financial
January 2017Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2003 - June 2009 · 6 yrs
American Express Financial Advisors INC.Broker
June 2002 - July 2003 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
June 2002 - July 2003 · 1 yr 1 mo
First Union Securities, INC.Broker
October 1999 - March 2001 · 1 yr 5 mos
The Robinson-Humphrey Company, LLCBroker
June 1999 - October 1999 · 4 mos
Daniels & Alldredge Investment Management, INC.Broker
October 1997 - March 1999 · 1 yr 5 mos
The Robinson-Humphrey Company INC.Broker
December 1987 - October 1995 · 7 yrs 10 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWV
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.