Donna Mackay
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. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
May 2018Other 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
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, INC.Broker
Bernard L. Madoff Investment Securities LLCBroker
Bear, Stearns & CO. INC.Broker
State Registrations29 states
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
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