DB
DB
Donald Barthel is a registered investment advisor at Morgan Stanley, based in Decatur, AL, 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
300 Market Street Ne, Suite 101, Decatur, AL, 35601
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Regulatory History (1)
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Customer Dispute
August 2014Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Legg Mason Wood Walker INC
August 2000 - November 2005 · 5 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2000 - November 2005 · 5 yrs 4 mos
State Registrations31 states
ALAZCACOCTDCFLGAILINKYLAMAMDMIMOMSMTNCNJNMNYOHOKSCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.