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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Morgan Stanley Private Bank, National Association 1 year, 6 months Jan 2015 - Present
Morgan Stanley Smith Barney 7 years, 1 month Jun 2009 - Present
Morgan Stanley & Co. Incorporated 7 years, 4 months Mar 2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 13 years, 8 months Jul 1995 - Mar 2009
Are You
Denis Poljak?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Denis Poljak

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 19, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Morgan Stanley

Last updated on July 20, 2016
    • $535.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $342.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • See Schedule D Miscellaneous
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