Donald Chamberlain, financial advisor Red Bank NJ

Donald Chamberlain

CRD Number: 1313052
Current Firm: Morgan Stanley

Donald Chamberlain (CRD# 1313052) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jul 2022 - Current 1
Morgan Stanley Smith Barney LLC Red Bank, NJ Jun 2022 - Current 1
Bank Of America, N.a. Red Bank, NJ Dec 2009 - Jun 2022 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold, NJ Nov 1987 - Jun 2022 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Donald B. Chamberlain
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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