Donald Edmund Stewart

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-04-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  North Palm Beach, FL
• 2003-07-01 → 2008-04-16
  Wells Fargo Clearing Services, Llc
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2001-03-19 → 2003-07-01
  Prudential Equity Group, Llc
  North Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-30
• S63 Uniform Securities Agent State Law Examination
  1996-04-12

Other Names

• Doanld Edmund Stewart