Douglas Cion

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2023
  Hightower Securities, Llc
  Palm Beach Gardens, FL
• 09/2023 → 02/2026
  Ubs Financial Services, Inc.
  West Palm Beach, FL
• 02/2026 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach, FL

Previous Registrations

• 2023-09-25 → 2026-03-12
  Ubs Financial Services Inc.
  West Palm Beach, FL
  Palm Beach Gardens, FL
• 2018-11-09 → 2023-08-07
  Hightower Advisors, Llc
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05

Other Names

• Douglas James Cion