Douglas Berlin is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, with 30 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
214 Senate Avenue, 7th Floor, Camp Hill, PA, 17011
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Regulatory History (1)
Customer Dispute
September 2012Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations39 states
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
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