DN
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Dominic Najem is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 27 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
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2003Closed-No Action
Other Business Activities
Dominic serves as a power of attorney since 2015 in Jacksonville, Florida. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 11 mos
Morgan Stanley
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - November 2022 · 23 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - November 2022 · 24 yrs 2 mos
State Registrations37 states
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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.