Debra Carey is a registered investment advisor at Morgan Stanley, based in Lincoln, NE, with 22 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
1248 O Street, Suite 1100, Lincoln, NE, 68508
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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
February 2017 - Present · 9 yrs 5 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2015 - September 2016 · 1 yr 4 mos
Wells Fargo Advisors, LLC
November 2010 - May 2015 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
November 2010 - May 2015 · 4 yrs 6 mos
NFP Securities, INC.Broker
March 2004 - November 2010 · 6 yrs 8 mos
Quick & Reilly, INC.
November 2002 - February 2003 · 3 mos
Quick & Reilly, INC.Broker
September 2002 - February 2003 · 5 mos
U.S. Bancorp Piper Jaffray INC.Broker
April 2002 - September 2002 · 5 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.