Douglas Lewis Anderson

Senior investment professional focused on private wealth: Doug Anderson is an Executive Director and investment consultant at Morgan Stanley who joined the Polk Wealth Management Group in 2019 and works with private-wealth clients on portfolio management and related advisory services. morganstanley+1

Chartered Financial Analyst (CFA) credential and broad advisory services: Anderson holds the CFA designation and his advisor summaries list specialties including portfolio management, educational seminars, pension consulting, and fee-based compensation structures. usnews

Regulatory-registered investment professional with documented filings: He is registered with FINRA/SEC under CRD# 5081270 and has public regulatory summaries and a BrokerCheck report documenting his registration and employment history. finra+2

Multiple reported office locations across listings: Public advisor directories and organizational pages list addresses and locations for Anderson in New York (1585 Broadway) and also show directory entries placing him in the San Francisco Bay Area (Lafayette/San Francisco listings), reflecting multiple reported office locations in public profiles. usnews+3