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Donna Lopez

17 Years of Experience
Austin, TX
Broker

Donna Lopez is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 17 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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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

Donna is an independent contractor for Avon Products Inc. since 2006. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2009 - Present · 16 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.