Julia Dotterer is a registered investment advisor at Morgan Stanley, based in Charleston, SC, 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.
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IM Fee
Assets Under Management
Fee Structure
Location
Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia serves on the Advisory Board for Colonial Commons Commission in Charleston, South Carolina, since April 2021. This role requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Scott & Stringfellow, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations32 states
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