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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Stephanie Dallas Work History
Stephanie has 11 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Stephanie Dallas has no disclosures.
Please visit their SEC profile for more details.
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