About this Advisor
Lateefah Donadelle is a financial advisor working in Atlanta, Georgia, who has been in the advisory business for 13 years. Donadelle currently works for Morgan Stanley. They have been employed by Morgan Stanley for their total career. Donadelle has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Georgia and Texas. Morgan Stanley is a registered investment business operating out of Atlanta, Georgia. It has offices in 732 locations and a total of 26,500 employees. It has $1 trillion in assets between its 2,129,899 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 6,380 charitable organizations. Of its 2,129,899 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Morgan Stanley provides a diverse set of services, including 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. A financial advisor's fees typically vary depending on the services provided. However, fee types charged by Morgan Stanley most likely are comprised of some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Lateefah Donadelle Work History
Lateefah has 13 years of experience.
Morgan Stanley Smith Barney LLC
Lateefah Donadelle has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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