Donald Dawson is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 32 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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 StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Morgan Stanley
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2003 - October 2011 · 8 yrs 3 mos
Wells Fargo Advisors, LLC
July 2003 - October 2011 · 8 yrs 3 mos
Prudential Securities Incorporated
August 2000 - July 2003 · 2 yrs 11 mos
Prudential Securities IncorporatedBroker
August 2000 - July 2003 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - October 2000 · 4 yrs 2 mos
Painewebber IncorporatedBroker
February 1994 - August 1996 · 2 yrs 6 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAIAILINKSKYMAMDMEMIMSMTNCNENHNJNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.