DM
CFA · CFP
DM
CFA · CFP
Donna Mackay
28 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker
Donna Mackay is a CFA, CFP-designated registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 28 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2023Settled
Customer Dispute
May 2018Denied
Other Business Activities
Donna is a partner in Chez M&W LLC, a real estate venture in Jupiter, Florida. She dedicates minimal time outside of business hours to property management.
Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 15 yrs
Morgan Stanley
September 2011 - Present · 15 yrs
Morgan StanleyBroker
September 2011 - Present · 15 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - September 2011 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - September 2011 · 2 yrs 11 mos
David Lerner Associates, INC.Broker
September 2005 - September 2008 · 3 yrs
Bernard L. Madoff Investment Securities LLCBroker
September 1997 - January 2004 · 6 yrs 4 mos
Bear, Stearns & CO. INC.Broker
February 1994 - August 1995 · 1 yr 6 mos
State Registrations26 states
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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.