Brodie Dalton, financial advisor State College PA
90 score

Brodie Dalton

CRD Number: 5946346
Current Firm: Morgan Stanley

Brodie Dalton (CRD# 5946346) is an Investment Advisor Representative working at Morgan Stanley in State College, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney State College, PA Jun 2011 - Current 5
Major League Sports Bar Lewistown, PA Jan 2006 - May 2011 5
Pennsylvania State Employees Credit Union Lock Haven, PA Jan 2007 - Dec 2010 3
Lock Haven University Lock Haven, PA Sep 2006 - Dec 2010 4
Deangelo Brothers Inc. Lewistown, PA May 2007 - May 2009 2
Hoss's Steak And Sea House Lewistown, PA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Brodie M. Dalton
Phone Number: 914-225-5510
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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