Judith Dornacher is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, 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
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Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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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 Stanley
September 2019 - Present · 7 yrs
Morgan StanleyBroker
September 2019 - Present · 7 yrs
Previous Registrations
Pruco Securities, LLC.Broker
May 2019 - September 2019 · 4 mos
Edelman Financial Services, LLC
May 2017 - November 2018 · 1 yr 6 mos
Ef Legacy Securities, LLCBroker
May 2017 - October 2018 · 1 yr 5 mos
B. C. Ziegler and Company
February 2010 - September 2016 · 6 yrs 7 mos
B. C. Ziegler and CompanyBroker
January 2009 - September 2016 · 7 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
April 1999 - December 2008 · 9 yrs 8 mos
Firstar Investment Services,inc.Broker
April 1998 - April 1999 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.