DD
DD

Denise Donahue

20 Years of Experience
Marlton, NJ
Broker

Denise Donahue is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 20 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

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

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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

Denise is the bookkeeper for Cherry Hill High School East PTA, handling deposits, bills, and expense tracking. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
Raymond James & Associates, INC.
February 2017 - July 2025 · 8 yrs 5 mos
Raymond James & Associates, INC.Broker
January 2017 - July 2025 · 8 yrs 6 mos
Morgan StanleyBroker
June 2009 - January 2017 · 7 yrs 7 mos
Morgan Stanley
June 2009 - January 2017 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
September 2006 - November 2007 · 1 yr 2 mos
UBS Financial Services INC.
September 2006 - November 2007 · 1 yr 2 mos
UBS Financial Services INC.
January 2004 - November 2004 · 10 mos
UBS Financial Services INC.Broker
November 2003 - November 2004 · 1 yr
State Registrations47 states
ALARAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.