Annaklara DoelCRD Number: 7386911
Current Firm: Morgan Stanley
Annaklara Doel (CRD# 7386911) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Morgan Stanley||Washington, DC||Jun 2021 - Current||< 1|
|Cornell University||Ithaca, NY||Aug 2017 - May 2021||3|
|Cadent||New York City, NY||Jun 2020 - Aug 2020||< 1|
|District Nhv||New Haven, CT||Aug 2018 - Jun 2019||< 1|
|East Lake High School||Tarpon Springs, FL||Aug 2013 - May 2017||3|
|Clearwater Fundamental Middle School||Clearwater, FL||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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