David Doll is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 18 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
Nashville, TN
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Regulatory History (1)
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Customer Dispute
March 2016Settled
Other Business Activities
David is a director at Pinch, Inc. and a general partner at D2 Doll Partnership, dedicating minimal time outside business hours to each. He also owns rental real estate in Kiawah Island, South Carolina, spending minimal time on it.
Employment History
Current Registrations
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2008 - April 2017 · 8 yrs 10 mos
J.P. Morgan Securities LLCBroker
August 2007 - April 2017 · 9 yrs 8 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.