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Donna Boulay

30 Years of Experience
Manchester, NH
Broker

Donna Boulay is a registered investment advisor at Morgan Stanley, based in Manchester, NH, 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

1155 Elm Street, 6th Floor, Manchester, NH, 03101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donna is a trustee for a trust in Newport, RI since 2011, directing the trust and paying expenses. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2000 - June 2009 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Prudential Securities IncorporatedBroker
February 1999 - October 2000 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1995 - February 1999 · 3 yrs 10 mos
State Registrations38 states
AKAZCACOCTDCFLGAHIIDILINKSLAMAMDMEMIMOMTNCNENHNJNMNVNYOHPARISCSDTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.