Donald Wise is a registered investment advisor at Morgan Stanley, based in Manchester, NH, 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
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
1155 Elm Street, 6th Floor, Manchester, NH, 03101
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Manulife Asset Management (US) LLC
September 2005 - October 2014 · 9 yrs 1 mo
John Hancock Advisers, LLC
September 2005 - December 2010 · 5 yrs 3 mos
John Hancock Funds, LLCBroker
June 2005 - October 2014 · 9 yrs 4 mos
Chase Investment Services CORP.Broker
July 2003 - February 2005 · 1 yr 7 mos
Metlife Securities INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
August 2001 - November 2002 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.