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Donna M Bartelotti

Morgan Stanley

West Palm Beach, FL

Birmingham, MI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-01
FL RA APPROVED 2025-05-05
TX RA APPROVED 2025-04-25
  • MI RA
    APPROVED
    Since 2025-08-01
  • FL RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-04-25

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Troy MI 06/2009 02/2017
Morgan Stanley Smith Barney Llc Delray Beach FL 02/2017 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 03/2017 04/2025
Bank Of America, N.A. Bloomfield Hills MI 06/2017 04/2025
Morgan Stanley Smith Barney Llc West Palm Beach FL 04/2025 Present
  • 06/2009 → 02/2017
    Morgan Stanley Smith Barney Llc
    Troy, MI
  • 02/2017 → 03/2017
    Morgan Stanley Smith Barney Llc
    Delray Beach, FL
  • 03/2017 → 04/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bloomfield Hills, MI
  • 06/2017 → 04/2025
    Bank Of America, N.A.
    Bloomfield Hills, MI
  • 04/2025 → Present
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-29
  • S66 Uniform Combined State Law Examination
    2011-04-29
Other Names
  • Donna Marie Bartelotti
  • Donna Bartelotti
  • Donna M Bartelotti
  • Donna M Muczynski

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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