DR
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Dona Rozsypal

31 Years of Experience
Paramus, NJ
Broker

Dona Rozsypal is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 31 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

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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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.

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Other Business Activities

Dona is the owner of MDMR Properties LLC since 2017, which is involved in house renovations. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
Morgan Stanley
January 2005 - April 2007 · 2 yrs 3 mos
Wachovia Securities, LLC
July 2003 - January 2005 · 1 yr 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
November 1994 - July 2003 · 8 yrs 8 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dona Rozsypal - Financial Advisor | TrueAdvisor