DD
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David Doll is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 48 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
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Regulatory History (1)
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Customer Dispute
May 2009Denied
Other Business Activities
David is a board member for Woodruff Foundation, overseeing the organization and grant approvals, and a partner in D Two, LLC, making investment decisions. He also maintains rental properties in R & D Doll LLC, dedicating minimal time to each activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - April 2017 · 10 yrs 2 mos
UBS Financial Services INC.
February 2007 - April 2017 · 10 yrs 2 mos
Mcdonald Investments INC.
November 1999 - February 2007 · 7 yrs 3 mos
Mcdonald Investments INC.Broker
November 1986 - February 2007 · 20 yrs 3 mos
Mcdonald & Company Securities, INC.Broker
August 1986 - September 1986 · 1 mo
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - August 1986 · 8 yrs 3 mos
Kidder, Peabody & CO., IncorporatedBroker
October 1977 - May 1978 · 7 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDILINKSKYMAMDMEMINCNJNVNYOHOKORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.