Donna Andrews is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 37 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
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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Regulatory History (1)
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Customer Dispute
February 2009Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
February 1999 - June 2009 · 10 yrs 4 mos
Citigroup Global Markets INC.Broker
January 1999 - June 2009 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1993 - February 1999 · 6 yrs
Dean Witter Reynolds INC.Broker
November 1988 - February 1993 · 4 yrs 3 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.