Donald
Nowak

Morgan Stanley

CRD#1100975
Investment Advisor
in Blue Bell, PA

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About this Advisor

Donald Nowak is a financial advisor based in Blue Bell, Pennsylvania, working with Morgan Stanley. Donald has previously held positions at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Donald is part of Morgan Stanley, which operates out of Blue Bell, Pennsylvania. 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 63, Series 65

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

1787 Sentry Parkway West Building 18 Street 440
Blue Bell, PA 19422

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

PA Average: 88
Total Number of Accounts

2,405,783

PA Average: 3,892
Average Account Size

$582,939

PA 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

Donald Nowak Work History

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2008 - Present (16 years)

Morgan Stanley & Co., Inc

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Disclosures

Please visit the SEC profile of Donald Nowak 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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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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