DW
DW
Donald Witkowski
32 Years of Experience
Red Bank, NJ
2 DisclosuresBroker
Donald Witkowski is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, 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
20 Linden Place, Red Bank, NJ, 07701
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Regulatory History (2)
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Customer Dispute
April 2017Denied
Customer Dispute
July 2008Settled
Other Business Activities
Donald is an advisory board member at the University of Delaware since 2015, spending minimal time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1999 - March 2017 · 17 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - March 2017 · 20 yrs 8 mos
Lehman Brothers INC.Broker
January 1994 - July 1996 · 2 yrs 6 mos
State Registrations27 states
AZCACOCTDCDEFLGAHIINKYMAMDMEMNMONCNJNMNYOHORPASCTXVAVT
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.