DW
DW

Don Wilber

26 Years of Experience
Palm Beach Gardens, FL
Broker

Don Wilber is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 26 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
Loading...

Location

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

Get directions

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.

Learn about disclosures →
Other Business Activities

Don owns rental property in Winooski, Vermont since 2021 and is involved in property management. This activity is investment-related and takes minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2005 - July 2015 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - July 2015 · 10 yrs 8 mos
Noesis Capital CORP.Broker
August 2004 - November 2004 · 3 mos
Charles Schwab & CO., INC.
October 1999 - July 2002 · 2 yrs 9 mos
Charles Schwab & CO., INC.Broker
October 1999 - July 2002 · 2 yrs 9 mos
Capital Research CorporationBroker
March 1997 - July 1998 · 1 yr 4 mos
First Associated Securities Group, INC.Broker
July 1996 - February 1997 · 7 mos
State Registrations32 states
ALARAZCACOCTDEFLGAHIKYMAMEMIMNMONCNENHNJNVNYOHPASCTNTXUTVAVTWAWI
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.