Michael Doumani is a registered investment advisor at Morgan Stanley, based in Bel Air, CA, with 60 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Bel Air, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2007Customer Dispute
December 2007Regulatory
January 1979Other Business Activities
Michael is a trustee or co-trustee for a trust since January 2023 and an estate administration since March 2020, dedicating minimal time to each outside of business hours. He is also an officer for the Michael and Paige Doumani Foundation, a charitable giving organization, since 2016, spending minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Schroder & CO. INC.Broker
Painewebber IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
Daniel Reeves & CO. IncorporatedBroker
Shearson, Hammill & CO., IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations35 states
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.