Morgan Stanley
46yrs
Top advisor by experience in Long Beach
3yrs
Samee Dokovic
Financial advisor at Morgan Stanley
Based in Long Beach, California, Samee Dokovic is a fiduciary financial advisor with 3 years of industry experience. Samee has been with Morgan Stanley since 2024. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 359 advisors with offices in Long Beach, and one of 316 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowMorgan StanleyCurrent firm
Contact Samee
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Samee. 3840 Kilroy Airport Way Suite 400Long Beach, CA 90806Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Samee
Tailored to Samee’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Samee
How do I contact Samee?
Call Morgan Stanley at (914) 225-5510 and ask for Samee Dokovic. Samee works from the Long Beach, CA office.
How long has Samee been a financial advisor?
Samee has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Samee hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Samee a fiduciary?
Samee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samee paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Samee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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