Stephanie
Dallas

Morgan Stanley

CRD#1272052
Investment Advisor
in Seattle, WA

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About this Advisor

Stephanie Dallas is a financial advisor operating in Seattle, Washington, with a total of 11 years in the industry. Dallas is an employee of Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Dallas maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Morgan Stanley is a registered investment business that has its headquarters in Seattle, Washington. It has offices in 726 locations and a total of 25,600 employees. It administers $904 billion in assets between its 1,863,328 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 313 charities and foundations. Of its 1,863,328 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on the type of financial services. However, fees charged by Morgan Stanley likely consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

601 Union Street-Ste. 2900
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

WA Average: $7,464,549,021
Total Number of Employees

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stephanie Dallas Work History

Stephanie has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley Smith Barney LLC

Disclosures

Stephanie Dallas has no disclosures.

Please visit their SEC profile for more details.

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Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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