DL
DL
Donald Larson is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 29 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
500 Post Road East, 3rd Floor, Westport, CT, 06880
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Regulatory History (1)
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Customer Dispute
April 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.
August 2003 - June 2009 · 5 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2000 - September 2003 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - September 2003 · 3 yrs 10 mos
Cibc World MarketsBroker
November 1997 - August 1999 · 1 yr 9 mos
Cibc Wood Gundy Securities CORP.Broker
March 1996 - November 1997 · 1 yr 8 mos
State Registrations15 states
AZCACTDEFLGAMAMENCNHNJNYPASCTX
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.