Donna Florio Conkle

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

• 07/2015 → 01/2017
  Charles Schwab & Co., Inc.
  Austin, TX
• 01/2017 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2024 → Present
  Morgan Stanley Smith Barney Llc
  Austin, TX

Previous Registrations

• 2017-02-06 → 2024-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2016-04-22 → 2017-01-31
  Charles Schwab & Co., Inc.
  Austin, TX
• 1993-05-25 → 2002-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-04-22
• S63 Uniform Securities Agent State Law Examination
  1986-04-16

Other Names

• Donna Camille Florio
• Donna Florio Conkle
• Donna Conkle