Dana Divergilio is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, 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
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
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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
October 2016 - Present · 9 yrs 7 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2015 - October 2016 · 10 mos
Wells Fargo Advisors, LLCBroker
December 2015 - October 2016 · 10 mos
Morgan Stanley
May 2014 - December 2015 · 1 yr 7 mos
Morgan StanleyBroker
May 2014 - December 2015 · 1 yr 7 mos
Valmark Securities, INC.Broker
September 2013 - April 2014 · 7 mos
The Huntington Investment Company
January 2009 - April 2013 · 4 yrs 3 mos
The Huntington Investment CompanyBroker
August 2008 - April 2013 · 4 yrs 8 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.