Gaspard Crepy DorleansCRD Number: 6922948
Current Firm: Morgan Stanley
Gaspard Crepy Dorleans (CRD# 6922948) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Morgan Stanley Smith Barney LLC||Miami, FL||Aug 2021 - Current||< 1|
|Babson College||Boston, MA||Aug 2017 - May 2021||3|
|Morgan Stanley Smith Barney LLC||Miami, FL||Jan 2019 - Sep 2019||< 1|
|Morgan Stanley Smith Barney LLC||Miami, FL||May 2018 - Aug 2018||< 1|
|Gulliver Preparatory High School||Miami, FL||Aug 2013 - May 2017||3|
|Atelier Monnier||Miami, FL||Jun 2016 - Aug 2016||< 1|
|G.w. Carver Middle School||Miami, FL||Aug 2010 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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