Donna Jean Mackay

CRD 2440146 · Morgan Stanley · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Donna J Mackay

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63SIESeries 86Series 87Series 55Series 7
Registered states (28): Alabama · Arizona · California · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Texas · Vermont · Virginia · Washington · Wyoming
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2440146 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
Palm Beach Gardens, FL · IA capacity

Sep 23, 2011 → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Nov 10, 2008 → Sep 19, 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 14, 2008 → Sep 19, 2011
David Lerner Associates, Inc.
BD capacity

Sep 30, 2005 → Sep 9, 2008
Bernard L. Madoff Investment Securities LLC
BD capacity

Sep 10, 1997 → Jan 5, 2004
Bear, Stearns & Co. Inc.
BD capacity

Feb 7, 1994 → Aug 18, 1995

Source & corrections

Where this page comes from

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