Dominic Najem is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 28 years of industry experience. Dominic is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other 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
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations37 states
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
More Advisors
- Alexandra Nero, CFPMorgan Stanley
- Justin TrivisonnoMorgan Stanley
- Gary BrahlerMorgan Stanley
- Steven RiniMorgan Stanley
- Jon WagnerMorgan Stanley
- James ChippiMorgan Stanley