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Mark A Doknovitch

Morgan Stanley

Blue Bell, PA

Lansdale, PA

CRD 5249981

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
PA RA APPROVED 2012-01-10
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • PA RA
    APPROVED
    Since 2012-01-10

Branch Locations

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

Lansdale, PA • 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 Jenkintown PA 01/2012 Present
Morgan Stanley Private Bank, N.A New York NY 02/2021 Present
  • 01/2012 → Present
    Morgan Stanley Smith Barney
    Jenkintown, PA
  • 02/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2010-11-16 → 2011-09-06
    Morgan Stanley
    Blue Bell, PA
    Blue Bell, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-26
S63 Uniform Securities Agent State Law Examination 2007-01-12
  • S66 Uniform Combined State Law Examination
    2010-08-26
  • S63 Uniform Securities Agent State Law Examination
    2007-01-12
Other Names
  • Mark Doknovitch
  • Mark Anthony Doknovitch
  • Mark A Doknovitch
  • Mark Doknovitch

View on SEC IAPD

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