DM
DM

Debra Merwin

24 Years of Experience
Fort Myers, FL
Broker

Debra Merwin is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 24 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

7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Debra is a notary, dedicating minimal time to this non-investment related activity. She also breeds chihuahuas as a hobby, spending approximately 16 hours per month after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
November 2001 - August 2019 · 17 yrs 9 mos
Prudential Securities IncorporatedBroker
August 2001 - October 2001 · 2 mos
Morgan Stanley Dw INC.Broker
January 2001 - August 2001 · 7 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Debra Merwin - Financial Advisor | TrueAdvisor