RD
RD

Roxanne Duennebeil

13 Years of Experience
South Jordan, UT
Broker

Roxanne Duennebeil is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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

680 West 10000 South, South Jordan, UT, 84095

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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

Roxanne works for Evolve, teaching children, and Emotion Dance Studio, teaching ballet classes to children, since 2017. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
August 2021 - September 2023 · 2 yrs 1 mo
Net Worth Advisory Group, LLC
October 2014 - March 2016 · 1 yr 5 mos
Edward Jones
February 2014 - June 2014 · 4 mos
Edward JonesBroker
February 2013 - June 2014 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
November 2011 - May 2012 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Roxanne Duennebeil - Financial Advisor | TrueAdvisor