Debra Getz is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 13 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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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 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Prudential Investment Management Services LLCBroker
June 2021 - January 2023 · 1 yr 7 mos
Prudential Financial Planning Services
November 2018 - July 2021 · 2 yrs 8 mos
Pruco Securities, LLC.Broker
October 2018 - July 2021 · 2 yrs 9 mos
AXA Advisors, LLC
March 2018 - October 2018 · 7 mos
AXA Advisors, LLCBroker
March 2018 - October 2018 · 7 mos
Edelman Financial Services, LLC
December 2016 - March 2017 · 3 mos
Ef Legacy Securities, LLCBroker
December 2016 - March 2017 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - November 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - November 2016 · 8 mos
PNC InvestmentsBroker
March 2015 - February 2016 · 11 mos
PNC Investments
March 2015 - February 2016 · 11 mos
Wells Fargo Advisors, LLC
October 2014 - February 2015 · 4 mos
Wells Fargo Advisors, LLCBroker
October 2014 - February 2015 · 4 mos
Morgan Stanley
November 2013 - November 2014 · 1 yr
Morgan StanleyBroker
September 2013 - November 2014 · 1 yr 2 mos
Girard Securities, INC.Broker
September 2011 - July 2013 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.