Donald Buel Morley
Investment Adviser Representative at Capital Cities Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donald Buel Morley is an investment adviser representative with Capital Cities Investments in Northbrook, IL, where they have been registered since 2017. They have worked in the securities industry since 1986 and have been registered with 3 firms, including Morgan Stanley and Morgan Stanley & Co. Incorporated. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley & Co., IncorporatedApr 2007 – Jun 2017Riverwoods, IL
- Morgan Stanley Smith BarneyJun 2009 – Jun 2017Riverwoods, IL
- Morgan Stanley Private BANK, National AssociationJan 2015 – Jun 2017New York, NY
- Triad Advisors, LLCJun 2017 – no end date reportedNorcross, GA
- Capital Cities InvestmentsJun 2017 – no end date reportedIndianpolis, IN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Cities Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- First $250,0001.50%
- Next $750,0001.25%
- Over $1,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Dissemination of general information on products and services; personalized investment advice is not rendered through the website.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-69504
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
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Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Buel Morley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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