MD
MD

Michael D'onofrio

10 Years of Experience
New York, NY
Broker

Michael D'onofrio is a registered investment advisor at Morgan Stanley, based in New York, NY, with 10 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

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.

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Other Business Activities

Michael is a partner at MGC LLC, a real estate business in Pelham, New York, since 2018. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - March 2020 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - March 2020 · 4 yrs 6 mos
State Registrations45 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael D'onofrio - Financial Advisor | TrueAdvisor