DB
DB
Douglas Berlin is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, 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
214 Senate Avenue, Camp Hill, PA, 17011
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Regulatory History (1)
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Customer Dispute
September 2012Withdrawn
Other Business Activities
Douglas works as an independent contractor and arbitrator for FINRA, spending minimal time on this. He also serves as Finance Committee Chairman for The Mohler Center and a Board Member for The Leader Center for Active Life, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 1996 - April 2007 · 10 yrs 10 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.