DM
DM
Douglas Meece
29 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Douglas Meece is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, 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 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Financial
October 2023Final
Other Business Activities
Douglas is a board member of the Hoag Hospital 552 Club and a founding board member of the UCI Center of Real Estate, dedicating minimal time to each. He is also a member of Kingdom Advisors, an education and coaching organization, spending minimal time per week.
Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - August 2010 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1996 - August 2010 · 13 yrs 11 mos
State Registrations30 states
AZCACOCTDEFLGAIDILINKSKYMAMEMIMONCNENJNVNYOHORPATNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.