Pamela Doelger is a registered investment advisor at Morgan Stanley, based in Potsdam, NY, with 30 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
65 Market Street, Potsdam, NY, 13676
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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 Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Key Investment Services LLCBroker
September 2016 - June 2019 · 2 yrs 9 mos
LPL Financial LLCBroker
May 2012 - September 2016 · 4 yrs 4 mos
Hsbc Securities (USA) INC.Broker
September 2005 - May 2012 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1997 - September 2005 · 7 yrs 11 mos
Key Investments INC.Broker
January 1995 - February 1997 · 2 yrs 1 mo
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.