Donald Stewart is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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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 StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Wachovia Securities, LLC
July 2003 - April 2008 · 4 yrs 9 mos
Wachovia Securities, LLCBroker
July 2003 - April 2008 · 4 yrs 9 mos
Prudential Securities IncorporatedBroker
March 2001 - July 2003 · 2 yrs 4 mos
Prudential Securities Incorporated
March 2001 - July 2003 · 2 yrs 4 mos
Ffp Securities, INC.Broker
March 1998 - March 2001 · 3 yrs
Joseph Charles & Assoc., INC.Broker
June 1996 - March 1998 · 1 yr 9 mos
Vtr Capital, INC.Broker
April 1996 - June 1996 · 2 mos
State Registrations9 states
CTFLILMDMNNJNYOHTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.