MD
MD

Michael Doumani

59 Years of Experience
Los Angeles, CA
3 DisclosuresBroker

Michael Doumani is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 59 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

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2007
Denied
Customer Dispute
December 2007
Settled
Regulatory
January 1979
Final
Other 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 Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2004 - June 2009 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2000 - June 2009 · 9 yrs 1 mo
Schroder & CO. INC.Broker
March 1996 - May 2000 · 4 yrs 2 mos
Painewebber IncorporatedBroker
July 1990 - February 1996 · 5 yrs 7 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1988 - June 1990 · 1 yr 10 mos
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
August 1983 - August 1988 · 5 yrs
Daniel Reeves & CO. IncorporatedBroker
January 1974 - June 1975 · 1 yr 5 mos
Shearson, Hammill & CO., IncorporatedBroker
June 1966 - February 1974 · 7 yrs 8 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1966 - July 1983 · 17 yrs 1 mo
State Registrations35 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 Doumani - Financial Advisor | TrueAdvisor