Dawn Charmatz is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
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Location
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dawn works for Pixielane, an online women's and children's clothing company, as a salesperson, dedicating minimal time outside of business hours. She also works as a cycle instructor for group fitness classes at Mid Island Y (JCC), spending a few hours per week after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Primerica Advisors
Primerica Advisors
PFS Investments INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Primerica Advisors
PFS Investments INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
UBS Financial Services INC.Broker
State Registrations36 states
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