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Donald Butler

13 Years of Experience
Colorado Springs, CO
Broker

Donald Butler is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, 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

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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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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Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 3 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
June 2013 - July 2018 · 5 yrs 1 mo
New England SecuritiesBroker
August 2012 - January 2013 · 5 mos
State Registrations38 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.
Donald Butler - Financial Advisor | TrueAdvisor