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Donna Shumar

29 Years of Experience
Indianapolis, IN
Broker

Donna Shumar is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 29 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

800 East 96th Street, Suite 400, Indianapolis, IN, 46240

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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 involved with two trusts in Fishers, Indiana since January 2022. She spends minimal time on these investment-related activities 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.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
March 1997 - June 2009 · 12 yrs 3 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.