Douglas Moshofsky is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, 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.
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Location
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a managing partner for Moshofsky Family Partnership (since 2020) and Moshofsky Stanton LLC (since 2022), both investment-related. He is also a study group leader for Kingdom Advisors and has a loan from Morgan Stanley.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
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