Debra A Getz
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan Stanley Private Bank, N.AJul 2023 to now
- Morgan StanleyDec 2022 to now
- EmpowerApr 2022 to Dec 2022
- Prudential Investment Management Services, LLCMay 2021 to Dec 2022
- Prudential Insurance Company of AmericaOct 2018 to Mar 2022
- Pruco Securities, LLCOct 2018 to May 2021
- AXA Advisors LLCMar 2018 to Oct 2018
- UnemployedJan 2018 to Feb 2018
- AllstateAug 2017 to Jan 2018
- UnemployedMar 2017 to Jul 2017
- Edelman Financial Services, LLCNov 2016 to Feb 2017
- Ef Legacy Securities, LLCNov 2016 to Feb 2017
- Bank of America, N.A.Feb 2016 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5899316
- Firm CRD
- 149777