DI
DI

Don Icardo

25 Years of Experience
Coeur D'Alene, ID
Broker

Don Icardo is a registered investment advisor at Morgan Stanley, based in Coeur D'Alene, ID, with 25 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

505 East Front Avenue, Suite 201, Coeur D'Alene, ID, 83814

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History

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.

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Other Business Activities

Don is a member/manager of 2 Thirst Ranch, LLC since 2019, where he stores boats and RVs. This activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - December 2008 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2000 - December 2008 · 8 yrs 8 mos
State Registrations12 states
AZCAFLIDMANYOHORTNTXUTWA
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.
Don Icardo - Financial Advisor | TrueAdvisor