Best Investors Account Sign in

Douglas M Haller

Morgan Stanley

Potomac, MD

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-21
DC RA APPROVED 2024-06-06
MD RA APPROVED 2024-06-03
  • TX RA
    APPROVED
    Since 2024-06-21
  • DC RA
    APPROVED
    Since 2024-06-06
  • MD RA
    APPROVED
    Since 2024-06-03

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • 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 Potomac MD 06/2022 Present
Jersey Mikes Germantown MD 03/2015 08/2020
Damascus Enterprise Damascus MD 06/2021 10/2021
Addies Potomac MD 10/2019 03/2020
Blue Collar Scholars Bethesda MD 11/2021 05/2022
Government Germantown MD 01/2021 05/2021
School Towson MD 08/2020 01/2021
  • 06/2022 → Present
    Morgan Stanley
    Potomac, MD
  • 03/2015 → 08/2020
    Jersey Mikes
    Germantown, MD
  • 06/2021 → 10/2021
    Damascus Enterprise
    Damascus, MD
  • 10/2019 → 03/2020
    Addies
    Potomac, MD
  • 11/2021 → 05/2022
    Blue Collar Scholars
    Bethesda, MD
  • 01/2021 → 05/2021
    Government
    Germantown, MD
  • 08/2020 → 01/2021
    School
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.
WEALTHSPIRE ADVISORS
CHARLES SCHWAB & CO., INC.
EDWARD JONES
PATHSTONE
CHOREO, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF
JAMES CHRISTOPHER BROWN
HEATHER MCGOLERICK
LIMIN LEE
KARL JACOB STIEGMANN
GARY RICHARD SOBELMAN
JAY MICHAEL WEINSTEIN
MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
WEALTHSPIRE ADVISORS · Potomac, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
PATHSTONE · Potomac, MD

More in Potomac, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor