Tammie
Donnelly

Morgan Stanley

CRD#1847679
Investment Advisor
in Palm Desert, CA

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About this Advisor

Tammie Donnelly is a financial advisor based in Palm Desert, California, working with Morgan Stanley. Tammie has previously held a position at Morgan Stanley Smith Barney. Tammie has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Tammie is part of Morgan Stanley, which operates out of Palm Desert, 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

74199 El Paseo Suite 201
Palm Desert, CA 92260

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

CA Average: $7,464,549,021
Total Number of Employees

29,300

CA Average: 88
Total Number of Accounts

2,405,783

CA Average: 3,892
Average Account Size

$582,939

CA Average: $1,917,921

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

Tammie Donnelly Work History

1993 - Present (31 years)

Morgan Stanley Smith Barney

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tammie Donnelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Emilia Rivera
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Rebecca Bessette
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Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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