Annaklara Doel, financial advisor Washington DC

Annaklara Doel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Annaklara D. Doel
Phone Number: 914-225-5510
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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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