DM
DM

Darren Morningstar

24 Years of Experience
Sewickley, PA
Broker

Darren Morningstar is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 24 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

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.

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Other Business Activities

Darren owns Morningstar Properties Inc., a rental property business, since 2000, dedicating minimal time outside business hours. He also participates in sports memorabilia and autograph shows as a former professional athlete, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
Meyers Pollock Robbins, INC.Broker
January 1996 - July 1996 · 6 mos
State Registrations33 states
AKAZCACOCTDCDEFLGAIDILINLAMAMDMIMNMONCNHNJNMNVNYOHPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Darren Morningstar - Financial Advisor | TrueAdvisor