Colleen Gormley (CRD# 6259538) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Washington, DC | May 2017 - Current | < 1 |
| Raymond James & Associates,inc. | Chevy Chase, MD | Sep 2015 - Apr 2017 | 1 |
| Morgan Stanley Smith Barney | Washington, DC | Aug 2013 - Sep 2015 | 2 |
| Georgetown Visitation | Washington, DC | Jan 2013 - Aug 2013 | < 1 |
| Organization Of American States | Washington, DC | Jan 2012 - Nov 2012 | < 1 |
| Organization Of American States | Washington, DC | Sep 2011 - Dec 2011 | < 1 |
| Bluecoast | Bethany Beach, DE | Jun 2010 - Aug 2011 | 1 |
| University Of Georgia | Athens, GA | Aug 2006 - May 2010 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- DC
- TX
-
Total Assets Under Management598,503MILLIONS
-
Total Number of Accounts1,610,240ACCOUNTS
-
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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