Donial
Nikooei
Morgan Stanley
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About this Advisor
Donial Nikooei is a financial advisor based in San Francisco, California, working with Morgan Stanley. Donial has previously held positions at U.S. Bank, U.S. Bancorp Investments, Inc, Pacific Sotheby'S International Realty, Orange Theory Fitness, UC Irvine, UC Irvine - Paul Merage School Of Business, High School Student, Merrill Lynch, Pierce, Fenner & Smith Inc, OTF Irvine, and Morgan Stanley. Donial has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Donial is part of Morgan Stanley, which operates out of San Francisco, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Donial Nikooei Work History
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Inc
U.S. Bancorp Investments, Inc
Uc Irvine - Paul Merage School Of Business
U.S. Bank
Otf Irvine
Pacific Sotheby'S International Realty
Orange Theory Fitness
Uc Irvine
High School Student
Disclosures
Please visit the SEC profile of Donial Nikooei to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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