Debra
Getz

Morgan Stanley

CRD#5899316
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Debra Getz is a financial advisor working in Lawrence Township, New Jersey. Getz is on the advisory team at Morgan Stanley. Throughout their career, Getz has worked at Henry C. Kochan, Jr. Pa, Morgan Stanley, Wells Fargo Advisors LLC, Pnc Investments, Pnc Bank, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Ef Legacy Securities, LLC, Edelman Financial Services, LLC, Allstate, Axa Advisors LLC, Pruco Securities, LLC, Prudential Insurance Company Of America, Prudential Investment Management Services, LLC and Empower. Getz maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in New Jersey and Texas. Morgan Stanley is a registered investment firm operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets under management across its 2,233,188 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Morgan Stanley has a number 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. Fees for financial advice largely depend on which service is provided. However, fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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, Others

Office Location

1200 Lenox Drive Suite 300
Lawrence Township, NJ 08648

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ 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

Debra Getz Work History

Debra has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Morgan Stanley

2022 - 2022 (< 1 year)

Empower

2021 - 2022 (1 year)

Prudential Investment Management Services, LLC

2018 - 2018 (< 1 year)

Axa Advisors LLC

2018 - 2021 (3 years)

Pruco Securities, LLC

2018 - 2022 (4 years)

Prudential Insurance Company Of America

2017 - 2018 (1 year)

Allstate

2016 - 2016 (< 1 year)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Ef Legacy Securities, LLC

2016 - 2017 (1 year)

Edelman Financial Services, LLC

2015 - 2016 (1 year)

Pnc Investments

2015 - 2016 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Wells Fargo Advisors LLC

2013 - 2014 (1 year)

Morgan Stanley

2010 - 2013 (3 years)

Henry C. Kochan, Jr. Pa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Debra Getz 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

Ellen Spitz
Garden City, NY
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Seth Hart
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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